89 episodes

Ethan Wu, Katie Martin and other markets nerds at the Financial Times explain the big ideas behind what’s happening in finance right now. Every Tuesday and Thursday.


Hosted on Acast. See acast.com/privacy for more information.

Unhedged Financial Times

    • Business

Ethan Wu, Katie Martin and other markets nerds at the Financial Times explain the big ideas behind what’s happening in finance right now. Every Tuesday and Thursday.


Hosted on Acast. See acast.com/privacy for more information.

    High interest rate anxiety

    High interest rate anxiety

    Last year, Katie and Ethan made a bet about when the Fed would cut interest rates. Today, as the first quarter ends and markets flatten a bit, it’s time for one of them to eat crow. As for the other, he or she will gloat, but in a measured, slightly backpedalling way that won’t be too embarrassing in the future. Also, we go long Liz Truss’s PR manager and short cicadas. 
    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
    Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X. You can email Ethan at ethan.wu@ft.com.
    Read a transcript of this episode on FT.com

    Hosted on Acast. See acast.com/privacy for more information.

    • 14 min
    Shopify vs Amazon

    Shopify vs Amazon

    Shopify was an online darling during the pandemic but has faced challenges since then. However, it has still grown into an e-commerce site that handled more than $235 billion in transactions last year. Today on the show, FT reporter Anna Mutoh joins us to talk about Shopify, its failed attempt to start delivering packages, and where the company goes next. Also we go long Japan, and long the cherry blossoms of Brooklyn.
    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
    Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X. You can email Ethan at ethan.wu@ft.com.
    Read a transcript of this episode on FT.com

    Hosted on Acast. See acast.com/privacy for more information.

    • 14 min
    Should we worry about private credit?

    Should we worry about private credit?

    Private credit is booming, nearing $2tn in assets globally. Most of that debt is being traded out of the public eye, a fact highlighted in the latest Global Financial Stability report from the IMF. Is the IMF right to be worried? We discuss. We also short media coverage of Jamie Dimon and go long vowels. 
    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
    Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X. You can email Ethan at ethan.wu@ft.com.
    Read a transcript of this episode on FT.com

    Hosted on Acast. See acast.com/privacy for more information.

    • 19 min
    Rethinking Tesla and Apple

    Rethinking Tesla and Apple

    In the last months, the stock market has been a joyride, but not for two of the biggest names in tech: Tesla and Apple. Today on the show we look at how these two former high-flyers have come down in the last months, and even wonder what their role in the so-called Magnificent Seven tech stocks should be. Also we go long fundamental valuations, and long the Japanese family name Sato.  
    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
    Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X. You can email Ethan at ethan.wu@ft.com.
    Read a transcript of this episode on FT.com

    Hosted on Acast. See acast.com/privacy for more information.

    • 15 min
    Navigating the next super cycle

    Navigating the next super cycle

    Today on the show, we’re taking the long view, the very long view. Our guest is
    Peter Oppenheimer, the head of macro research in Europe for Goldman Sachs, and the author of Any Happy Returns: Structural Changes and Super Cycles in Markets. We talk with him about how changes in technology and finance create cycles that shape markets, and investment returns, for decades. Also, we go long healthcare, short Tesla, and short private clubs. 
    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
    Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X. You can email Ethan at ethan.wu@ft.com.
    Read a transcript of this episode on FT.com

    Hosted on Acast. See acast.com/privacy for more information.

    • 21 min
    Wall Street bets on Reddit

    Wall Street bets on Reddit

    Reddit has never had a profitable year. And yet its IPO this week saw its shares skyrocket on the first day of trading. Today on the show, we ask if Reddit is a withering social network riding irrational exuberance, or a prescient play on AI’s growing need for user-generated answers. Also, we go long momentum and short illustrations. 
    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
    Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X. You can email Ethan at ethan.wu@ft.com.
    Read a transcript of this episode on FT.com

    Hosted on Acast. See acast.com/privacy for more information.

    • 17 min

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