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今日のニュース

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1日前

Reform UK mega-donors stir controversy

The Venezuelan government and the country’s opposition are close to reaching an agreement to transfer the central bank’s gold reserves, critics are scrutinising donations to UK Reform by crypto billionaires Ben Delo and Christopher Harborne, and Glencore has suspended one of its senior executives in the wake of an escalating scandal. Plus, OpenAI’s listing delay raises stakes for SoftBank’s $50bn data centre IPO. Mentioned in this podcast: Venezuela nears deal to move $4bn gold reserve to New York Reform UK’s mega-donor backed a friend’s libel claim. Now he controls her home Glencore suspends senior executive in review of ties to iron ore trader OpenAI’s listing delay raises stakes for SoftBank’s $50bn data centre IPO Want to get in touch? Email us at podcasts@ft.com Note: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Josh Gabert-Doyon. Our show is mixed by Sam Giovinco and Kelly Garry. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our executive producer is Topher Forhecz. Flo Phillips is the FT’s global head of audio. The show’s theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
3日前

Should markets discount the AI apocalypse?

When the Terminator robots come for us all, will there be anywhere safe to run? Certainly not the US Treasury market, where the 10-year yield just broke the totemic 5% level. It’s a sobering thought. But hosts Katie Martin and Rob Armstrong wonder if it’s sobering enough to end the AI stock market mania? Also in the show, Rob and Katie take sartorial long positions on armholes and loafers. Until October 28 you can save on a standard annual digital subscription to the Financial Times at ft.com/unhedgedsale. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer. You can email Robert Armstrong and Katie Martin at unhedged@ft.com. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
9月11日

Will US debt burst the AI bubble? With Ruchir Sharma

Building data centres and running the US government have something in common: they cost a lot of money. Tech companies are borrowing heavily to fund the AI build out, just as Washington is borrowing vast sums to fund the US government, and those two borrowing binges may be on a collision course. Investors are already worried about America’s mounting debt burden and about whether the AI boom has become a bubble. Ruchir Sharma, chair of Rockefeller International and contributing editor to the FT, explains how the two worries might be more closely connected than they first appear, how rising US Treasury yields could raise borrowing costs for AI companies and which number investors should be watching. Subscribe to Soumaya's show on Apple, Spotify, Pocket Casts or wherever you listen. Further reading: Why America’s debt binge is starting to matter Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
3日前

Meet the Fuggers: Europe’s richest family ever

Long before Silicon Valley, the grandson of a 15th Century German peasant named Jakob Fugger built a mining and banking empire that dwarfed today’s tech titans, accumulating a fortune estimated at $4 trillion in today’s terms. Richer than the Medici, Rockefeller or Elon Musk, he was the ultimate financial mastermind who bought imperial elections, legalised interest-bearing loans, and inadvertently sparked the Protestant Reformation. In this episode, hosts Gillian Tett and Robin Wigglesworth are joined by historian and author Greg Steinmetz to unpack the saga of history's ultimate balance-sheet nerd. From pioneering wire-transfer systems and building the world’s first social housing project to bankrolling popes and Holy Roman emperors, they explore how Fugger weaponised capital, shaped modern finance, and redefined the relationship between money and power. Further reading: The Richest Man Who Ever Lived: The Life and Times of Jacob Fugger by Greg Steinmetz To enjoy future episodes, be sure to subscribe to The Story of Money wherever you get your podcasts, also on the show's dedicated YouTube channel here: https://www.youtube.com/@FTTheStoryOfMoney Hosts: Gillian Tett and Robin Wigglesworth Producer: Lulu Smyth Executive producers: Kate Ford and Manuela Saragosa Original music and sound design: Breen Turner Broadcast engineers: Bianca Wakeman and Petros Gioumpasis Video editor: Michael Saliba Podcast development: Laura Clarke FT global head of audio: Flo Phillips Learn more at www.ft.com/tsom or get in touch at thestoryofmoney@ft.com. Read a transcript of this episode on FT.com Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
1日前

News alert: Fed acts normal

In response to persistently above-target inflation, the Federal Reserve raised interest rates a quarter-point this week. Typically, this would not merit a full podcast. But in our current world – which includes a persistently Fed-baiting US president – this unexpected return to normalcy is something that hosts Katie Martin and Rob Armstrong have chosen to celebrate. Also, Rob goes long the endangered potato, while Katie is long Russian oligarchs bankrolling wedding events. Until October 28 you can save on a standard annual digital subscription to the Financial Times at ft.com/unhedgedsale. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer. You can email Robert Armstrong and Katie Martin at unhedged@ft.com. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
9月10日

Oil, yen and egonomics

US Treasury secretary Scott Bessent cowed currency traders this week by claiming anyone shorting the yen was betting against “the house”. But he has failed to will US government borrowing costs lower, while his boss has failed to will the Strait of Hormuz open again. As Brent crude smashes through $100 a barrel, hosts Rob Armstrong and Katie Martin ask what Bessent can actually do to keep yields from continuing to surge. Also, Rob shorts a lunch-disrupting coffee company, and Katie shorts AI headbangers. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer. You can email Robert Armstrong and Katie Martin at unhedged@ft.com. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
9月12日

Why Dante put bankers in hell and James Joyce didn't

Is money a tool of moral decay or a force for human liberation? Dante feared money would corrupt and damn us, placing bankers in the eighth circle of hell - just one above Lucifer. James Joyce saw it as a tool of freedom, and markets and trade as vital engines of connection and social mobility. In this special bonus episode recorded live in front of an audience at the FT Weekend Festival in London, hosts Gillian Tett and Robin Wigglesworth are joined by economist and author David McWilliams to explore humanity’s complex, seductive relationship with finance. From 14th-century Florentine banking and the birth of zero in accounting to Joyce’s Ulysses and modern central banking, they discuss how literature reveals why money animates human progress, and why trade remains humanity’s ultimate alternative to war. Further reading: Money: A Story of Humanity (2024), by David McWilliams Love listening to The Story of Money? Be sure to subscribe wherever you get your podcasts, and watch full episodes on the show's dedicated YouTube channel here: https://www.youtube.com/@FTTheStoryOfMoney Hosts: Gillian Tett and Robin Wigglesworth Guest: David McWilliams Producer: Lulu Smyth Senior Producer: Michela Tindera Executive Producers: Manuela Saragosa & Kate Ford Original Music and Sound Engineering: Breen Turner Podcast development: Laura Clarke FT global head of audio: Flo Phillips Learn more at www.ft.com/tsom or get in touch at thestoryofmoney@ft.com. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
3日前

FT Weekend Fest: Is the AI boom a bubble?

AI-related investments are now worth up to half of the entire value of the S&P 500. But is the AI investment boom a bubble waiting to burst? Tim Bradshaw, the FT’s global technology correspondent, speaks to Richard Kramer, founder of Arete Research, and Ophelia Brown, founder of Blossom Capital. Recorded live at the FT Weekend Festival on 5th September 2026. Tech Tonic is produced by Edwin Lane, the executive producer is Topher Forhecz. Sound design by Breen Turner and Sam Giovinco. Flo Phillips is the FT’s head of audio. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
9月4日

Memory chip mania isn’t going away, with Dan Kim

In recent months, part of the chip market has been going bananas. Prices for memory chips – which AI data centres use in droves – have rocketed, as US tech companies lock in massive orders. That’s bad news for consumers facing more expensive electronic devices. But what are the broader consequences of misalignment in this market? How will the chip squeeze end? And, as memory chips become a strategic commodity, how are the US and China looking to secure supply? Host Soumaya Keynes is joined by Dan Kim, chief strategy officer at semiconductor analysis firm TechInsights and former chief economist at the CHIPS Program Office at the US Department of Commerce. Further reading: Why memory chips are the new frontier of the AI revolution Memory chip boom leaves PC and smartphone makers in the cold Maybe the chips are down because memory’s too expensive Presented by Soumaya Keynes. Produced by Mischa Frankl-Duval. Original music and sound design by Breen Turner. Manuela Saragosa is the executive producer. Flo Phillips is the FT’s head of audio. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
9月10日

The world at war

War is raging in Ukraine, the Middle East and Sudan, while tensions are rising between China and Taiwan. What is driving this surge in global conflict, how should we respond and where, if anywhere, are the prospects for peace? Gideon is joined by Sir John Sawers, former head of MI6; Tom Tugendhat, the UK’s new shadow foreign secretary; and Kim Ghattas, FT contributing editor and author of Black Wave. They discuss how today’s conflicts are connected, the risk of further escalation and the importance of ending a war well. This episode is an edited recording of an event organised by FT Weekend Festival. Clip: CBS News Free links to read more on this topic: Trump envoys take Ukraine peace proposal to meeting with Putin Trump envoys hold talks with Zelenskyy in Kyiv after meeting Putin in Moscow Russia launches missile strikes against Kyiv as pause in raids ends Why the US and Iran keep escalating Lebanon warns of ‘dangerous escalation’ after Israeli strikes Subscribe to The Rachman Review wherever you get your podcasts - please listen, rate and subscribe. Presented by Gideon Rachman. Produced by Clare Williamson. Sound design is by Breen Turner Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

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