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2 DGN GELEDEN

Global industries squeezed as Iran war enters third month

We tally the impact of war on industries around the globe as the conflict in Iran stretches into its third month. Plus, Britain braces for voters to deliver a potentially seismic change to the political system. And, though many industries are preparing to deal with shortages caused by the Strait of Hormuz closure, the US and Europe have a glut of milk. Mentioned in this podcast: Airlines slash flights as fuel shortage fears mount UAE fertiliser giant resorts to trucks to shift product out of Gulf Detroit carmakers warn of $5bn commodities shock due to Iran war Exxon and Chevron defy Trump pressure to boost oil production Oil market one month from crunch point as global stockpiles dwindle Trump’s war in Iran leaves US with sharpest fuel shock in G7 Political Fix: Labour braces for ballot box bloodbath The land of milk and no money: UK farmers are in a fix Note: The FT does not use generative AI to voice its podcasts Today’s FT News Briefing was hosted by Victoria Craig and produced by Marc Filippino and Saffeya Ahmed. Our show was mixed by Alex Higgins. Additional help from Peter Barber. Our executive producer is Topher Forhecz. Cheryl Brumley 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.

2 dgn geleden

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11 min.
6 DGN GELEDEN

Ukraine’s ‘existential’ battle with Russia

Gideon talks to Dmytro Kuleba, former Ukrainian foreign minister, about the current state of Russia’s war against Ukraine. What would it take to break the stalemate and how has the conflict been impacted by the US-Israeli attack on Iran? Clips: DW; Reuters Free links to read more on this topic: Vladimir Putin pares back Victory Day parade over fear of Ukrainian strikes US ambassador to Ukraine to leave over differences with Donald Trump Ukraine’s drone pilots hit Russian targets from 500km away Toxic rain falls on Russian city after refinery blaze Subscribe to The Rachman Review wherever you get your podcasts - please listen, rate and subscribe. Presented by Gideon Rachman. Produced by Fiona Symon. Sound design is by Breen Turner. Follow Gideon on Bluesky or X @gideonrachman.bsky.social, @gideonrachman Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

6 dgn geleden

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27 min.
1 DAG GELEDEN

Disney’s new CEO faces first challenge

The US and Iran traded fire in the Strait of Hormuz, and Anthropic formed a more than $1.5bn joint venture with Wall Street groups including Blackstone, Hellman & Friedman and Goldman Sachs. Plus, the FT’s Anna Nicolaou explains whether Disney’s chief executive can handle the latest challenge thrown by the Trump administration. Mentioned in this podcast: US to ‘guide’ stranded ships out of Strait of Hormuz, says Trump Blackstone and Goldman among backers for $1.5bn JV with Anthropic Trump vs Kimmel: inside Disney chief Josh D’Amaro’s baptism of fire ‘Plastic shock’ hits Asia as Iran oil crisis strangles supplies Note: The FT does not use generative AI to voice its podcasts Today’s FT News Briefing was hosted and edited by Marc Filippino, and produced by Katya Kumkova and Saffeya Ahmed. Our show was mixed by Sam Giovinco. Additional help from Michael Lello. Our executive producer is Topher Forhecz. Cheryl Brumley 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.

1 dag geleden

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11 min.
5 DGN GELEDEN

War, inflation and how central banks are handling it all

Apple delivered another quarter of strong sales growth driven by what the tech giant called its “most popular” iPhone model ever, and we explore how some of the world’s biggest central banks are dealing with the energy shock from the Iran war. Plus, can Tinder win women back to its platform, and why the UK’s local elections next week will be a big test for the Labour government. Mentioned in this podcast: Apple credits ‘most popular’ ever iPhone for booming sales ECB and BoE warn of rate rises as they grapple with Middle East shock Can Tinder win back women? What Labour’s likely meltdown means for the UK Note: The FT does not use generative AI to voice its podcasts Today’s FT News Briefing was hosted and edited by Marc Filippino, and produced by Victoria Craig, Fiona Symon, and Sonja Hutson. Our show was mixed by Sam Giovinco. Additional help from Gavin Kallmann, Michael Lello and David da Silva. Our executive producer is Topher Forhecz. Cheryl Brumley 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.

5 dgn geleden

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12 min.
6 DGN GELEDEN

Defence stocks drop despite US-Iran war

Meta said it would boost its spending on AI this year, and Jay Powell says he will stay on as a Federal Reserve governor once his term as chair ends. Plus, the special relationship between the UK and US held up under intense pressure, and defence stocks are struggling despite the US and Israel's war in Iran. Oil jumps to almost $120 as Trump signals extended Hormuz stand-off Fed chair nominee Kevin Warsh secures Senate committee approval Oil surge divides US central bank as Jay Powell’s term at helm draws to a close America’s special relationship is ‘probably Israel’, says UK ambassador to US King Charles defends transatlantic relationship in speech to Congress Defence stocks give back gains as investors buy rumour but sell war Political Fix podcast Credit: C-SPAN, Federal Reserve Note: The FT does not use generative AI to voice its podcasts Today’s FT News Briefing was hosted and edited by Marc Filippino, and produced by Saffeya Ahmed, Victoria Craig, and Sonja Hutson. Our show was mixed by Sam Giovinco. Additional help from Gavin Kallmann, Michael Lello. Our executive producer is Topher Forhecz. Cheryl Brumley 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.

6 dgn geleden

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12 min.
4 DGN GELEDEN

Introducing The Story of Money: They are history’s geniuses. But were they any good at investing?

Introducing a new video podcast from the FT: Does scientific, artistic or political brilliance translate into investing success? It’s a topical question with hedge funds today accused of sucking talent away from the rest of the economy. So, the FT’s Gillian Tett and Robin Wigglesworth sat down with reporter Toby Nangle, who has dug into the archives to assess the investment portfolios of Isaac Newton, Charles Darwin, Winston Churchill, John Maynard Keynes and other widely regarded geniuses of the past. What Toby found may surprise you, as will the historical wildcard he’s unearthed. 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. Learn more at ft.com/tsom Want more? Read Toby’s full FT article here. Toby’s sources: On Churchill: https://www.amazon.co.uk/No-More-Champagne-Churchill-Money/dp/1784081817 On J.M.W. Turner: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5718586 On John Maynard Keynes: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2023011 https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2287262 On Einstein: https://einstein-website.de/en/what-happened-to-the-nobel-prize-money/#:~:text=By%20May%201924%2C%20Mileva%20had,visible%20result%20of%20my%20musings%E2%80%9D On Jane Austen: https://jasna.org/publications-2/persuasions-online/vol36no1/toran/ Hosts: Gillian Tett and Robin Wigglesworth Guest: Toby Nangle Producer: Lulu Smyth Senior Producers: Michela Tindera and Laurence Knight Executive Producers: Flo Phillips and Manuela Saragosa Original music: Breen Turner Broadcast engineers: Bianca Wakeman and Petros Giuompasis Podcast Development: Laura Clarke FT Global Head of Audio: Cheryl Brumley Video editor: Josh Divney at Podcast Discovery Hosted on Acast. See acast.com/privacy for more information.

4 dgn geleden

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40 min.
28 APR

Gloom and boom

The news is bad, but stocks seem happy. Today on the show, Katie Martin and Rob Armstrong unpack the market’s rally and look forward to Fed chair Jay Powell’s final comments. Also, they go short health monitors and long snooker in Iran. 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.

28 apr

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23 min.
29 APR

Life under Iran’s digital blackout

Federal regulators launched a probe into all Disney-owned TV stations after a late-night comedian made a joke about First Lady Melania Trump, and emerging market stocks have recovered all of their losses from the early stages of the Iran war to hit an all-time high, and the United Arab Emirates is leaving Opec after 60 years. Plus, the FT’s Bita Ghaffari in Tehran details life inside Iran’s blackout that’s been in place since the US and Israel attacked at the end of February. Mentioned in this podcast: Trump administration launches Disney probe after Jimmy Kimmel’s Melania joke Emerging market stocks hit record high as Asian chipmakers surge UAE to leave Opec in blow to oil cartel Life inside Iran’s internet blackout Credit: Jimmy Kimmel Live! Note: The FT does not use generative AI to voice its podcasts Today’s FT News Briefing was hosted and edited by Marc Filippino, and produced by Victoria Craig, Saffeya Ahmed, and Fiona Symon. Our show was mixed by Sam Giovinco. Additional help from Gavin Kallmann. Our executive producer is Topher Forhecz. Cheryl Brumley 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.

29 apr

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12 min.
22 APR

Trump finds it’s easier to start a war than to end one

Gideon discusses why the Iran conflict is proving so difficult to end with Michael Singh and Dana Stroul of the Washington Institute for Near East Policy. What are the options on the table for both sides and can America’s allies play a useful role? Clip: New York Post Free links to read more on this topic: The Iran crisis has not yet peaked Iranian tankers bypass US blockade Macron and Starmer to hold summit on plan to secure Strait of Hormuz Lufthansa cuts 20,000 flights to save fuel as prices soar Subscribe to The Rachman Review wherever you get your podcasts - please listen, rate and subscribe. Presented by Gideon Rachman. Produced by Fiona Symon. Sound design is by Breen Turner. Follow Gideon on Bluesky or X @gideonrachman.bsky.social, @gideonrachman Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

22 apr

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31 min.
5 DGN GELEDEN

The Fed holds steady

Yesterday, JayPowell made his final remarks as chair of the Federal Reserve. And then he announced his intention to remain on the board. Today on the show, Katie Martin and Rob Armstrong think about the future of the Fed under likely successor Kevin Warsh, who will govern with a former chair on the board. Also they go long a new acronym and long Katie’s 103-year-old grandmother. 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.

5 dgn geleden

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23 min.

News, analysis and comment from the Financial Times