Unhedged

By: Financial Times & Pushkin Industries
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  • Summary

  • 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.
    Financial Times
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Business & Careers Economics Personal Finance Politics & Government
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Episodes
  • Looking at 2025

    Looking at 2025
    Nov 21 2024

    It is the season for giving and banks are giving us a lot of year-ahead reports. Katie, Robert and Aiden actually read these things, and today on the show they discuss what they’ve learned. It all raises questions about very narrow corporate spreads, an AI bubble and what happens if things go right in the jobs market, or wrong in the Middle East. Also we go long hair products, short turkey and limit long Josh Kushner’s big bet against diversification.


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com.


    Hosted on Acast. See acast.com/privacy for more information.
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    25 mins
  • Disinflation, demographics, Doge

    Disinflation, demographics, Doge
    Nov 19 2024

    Opinions are cheap so we’re making it up in volume, with three takes on the future of the economy. Today on the show, the entire staff of the Unhedged newsletter – Rob Armstrong and Aiden Reiter – gather to discuss looming inflation, the next 25 years of returns from the stock market and the challenges facing the so-called ‘department of government efficiency’. Also we go long Disney and long Turkey, the country.


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com.


    Hosted on Acast. See acast.com/privacy for more information.
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    20 mins
  • Live from Kilkenomics: anger and economics

    Live from Kilkenomics: anger and economics
    Nov 14 2024

    Angry eruptions in elections around the world are changing leaders. And many of those leaders are coming in with radical offers to the voters. But can anger change an economic outcome for the better? And will it? Today on the show, Katie Martin hosts a live forum at the Kilkenomics Festival in Kilkenny, Ireland and discusses the topic with Leah Downey, a political theorist, and Eric Lonergan, a money manager. Also, we go long turkeys and short orange politicians.


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com.


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

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