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Unhedged
Katie Martin, Robert Armstrong 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.
Up to 10 minutes
Introducing Untold: The Retreat
While preparing your breakfast
Up to 15 minutes
The diamond market disrupted
Active changes to passive indices
High interest rate anxiety
Shopify vs Amazon
Two stock markets, two takes
Cash rethink energises asset markets
The return of crypto
A drastic solution to exploding US government debt
Up to 20 minutes
Are emerging markets back?
Is the China stimulus package enough?
Immigration and unemployment
Federal Reserve puts on enormous party hat
Boring but sexy (stocks)
The case for Tesla
Will a major revision of listing rules in the UK work?
Investing in green tech
Paramount, Skydance and the streaming wars
The gamma squeeze
Where’s the commercial property meltdown?
The cocoa boom
Bridgewater’s new boss
GameStop again?
The fight for Paramount
Is Fed policy working?
Why the US dollar is the world’s problem
How oil got to $90 a barrel
Should we worry about private credit?
Rethinking Tesla and Apple
Wall Street bets on Reddit
The great British bargain show
Can the US stock market stand 3% US inflation?
Does factor investing still work?
Inside the traders’ black box
Learning to love the boom
Three markets, three highs
WeWork rework
Active investors! Assemble
The dilemma of the supercompany
Are dividends back?
High-yield bond bonanza
Will commercial real estate hurt regional banks?
Can China rebound in 2024?
Boardroom games
Is America overpriced?
Today's inflation numbers
Tech stock winners
Cool markets, hot takes
The year ahead, according to AI, and humans
Markets gone wild
Thirty-seven years of wisdom
Central bank lookahead
Gold just set a record. Why?
Down the liquidity hole
Have rates peaked?
What the London Stock Exchange really trades
The zombie companies
What does Walmart know?
Nice duration for a walk
Up to 30 minutes
The $2tn man
Novo Nordisk, Eli Lilly and the GLP-1 economy
Markets send mixed signals
The case for small and mid caps
What is Apollo, anyway?
How Ireland got too much money
The Fed: will it be 25 or 50?
How to fix the housing market
The ethics of investing for dictators
The gold rally
What’s up with Bill Ackman?
Anatomy of a rout
Why Wall Street picked Kamala Harris
How to manipulate the US dollar
The Trump trade
What elections in France and the UK mean for markets
What elections mean for markets this year
What’s next for Warren Buffett
Navigating the next super cycle
Is ESG over?
The Unhedged Awards
Big Tech roundup: Tesla, Nvidia, Apple and more
On your way to work
Up to 45 minutes
Introducing Hot Money: The New Narcos