Log in

goodpods headphones icon

To access all our features

Open the Goodpods app
Close icon
headphones
Unhedged

Unhedged

Financial Times & Pushkin Industries

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.

3 Listeners

bookmark
Share icon

All episodes

Best episodes

Top 10 Unhedged Episodes

Goodpods has curated a list of the 10 best Unhedged episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Unhedged for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Unhedged episode by adding your comments to the episode page.

Unhedged - Looking at 2025
play

11/21/24 • 25 min

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 [email protected] and Katie Martin at [email protected].


Read a transcript of this episode on FT.com



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

profile image

1 Listener

bookmark
plus icon
share episode
Unhedged - Best of: the world’s greatest stocks
play

11/28/24 • 22 min

How would you like a 265,528,900 per cent return on your investment? Would you be interested in that? If so, join us as Rob Armstrong and FT Alphaville’s Robin Wigglesworth discuss the results of Professor Hendrik Bessembinder’s massive number-crunching project, which ranks the best stocks of the past century. The number one performer is pretty incendiary. Also we short break dancing and go triple reverse long on single-stock ETFs.


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 [email protected].


Read a transcript of this episode on FT.com



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

profile image

1 Listener

bookmark
plus icon
share episode

Today on the show, we’re looking at the year ahead, with AI by our side. Our colleague Bryce Elder at the FT built an online quiz that pits AI against analysts in writing prose about the future. We take the quiz, and make our own predictions. Also we go long and short.


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 [email protected].


Read a transcript of this episode on FT.com



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

1 Listener

bookmark
plus icon
share episode
Unhedged - Disinflation, demographics, Doge
play

11/19/24 • 20 min

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 [email protected] and Katie Martin at [email protected].


Read a transcript of this episode on FT.com



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

profile image

1 Listener

bookmark
plus icon
share episode
Unhedged - How inflationary are tariffs, really?
play

11/26/24 • 14 min

President-elect Donald Trump has just announced “Day 1” tariffs on Mexico and Canada, in addition to previously promised tariffs on China. Tariffs will definitely affect domestic prices, but how much, and will they truly cause catastrophic inflation? Today on the show, guest host Josh Oliver discusses the tariffs with the FT’s economics commentator Chris Giles. Also, they short the new Treasury secretary and the 900-year-old Smithfield meat market in the City of London.


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


You can email Robert Armstrong at [email protected] and Katie Martin at [email protected].


Read a transcript of this episode on FT.com



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

profile image

1 Listener

bookmark
plus icon
share episode
Unhedged - Magnificent 7 report
play

10/31/24 • 21 min

The Magnificent 7 make up seven of the eight largest stocks on the S&P 500 and they are reporting earnings this week and last. Today on the show, Rob Armstrong and guest John Foley, who covers technology for the Lex column, take a look at all seven – with a nod to Berkshire Hathaway – and ask where they’re headed. Also we go long Reddit and long consumer sentiment.


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


You can email Robert Armstrong at [email protected] and Katie Martin at [email protected].


Read a transcript of this episode on FT.com



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

profile image

1 Listener

bookmark
plus icon
share episode
Unhedged - The $2tn man

The $2tn man

Unhedged

play

10/17/24 • 21 min

Nicolai Tangen oversees Norges Bank Investment Management, also known as Norway’s oil fund. It contains about $2tn in assets, based on money earned from drilling for oil offseas. Today on the show, Tangen talks with Katie Martin about everything from the European economy to China and Taiwan to overconcentration in the American stock markets. Also, Tangen goes long learning and short red tape.


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


You can email Robert Armstrong at [email protected] and Katie Martin at [email protected].


Unhedged has been nominated for a Signal Award! You can vote for us here: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance


Read a transcript of this episode on FT.com



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

profile image

1 Listener

bookmark
plus icon
share episode
Unhedged - Live from Kilkenomics: anger and economics
play

11/14/24 • 28 min

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 [email protected] and Katie Martin at [email protected].


Read a transcript of this episode on FT.com



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

profile image

1 Listener

bookmark
plus icon
share episode
Unhedged - The titans of Wall Street
play

10/22/24 • 21 min

Citadel, XTX and Jane Street have come to dominate trading on Wall Street, and not just in equities. They now run a huge proportion of trading in currency and bonds, something the banks used to own. But where did they come from, why have so few people heard of them, and how did they get so big? Today on the show, Katie Martin and Robin Wigglesworth discuss the massive growth in the algorithmic trading firms. Also, they go long honesty, and long the upcoming FT Alphaville pub quiz in New York.


Read the FT’s series about the new titans of Wall Street here.


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


You can email Robert Armstrong at [email protected] and Katie Martin at [email protected].


Read a transcript of this episode on FT.com



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

profile image

1 Listener

bookmark
plus icon
share episode
Unhedged - 30 years of bond investment
play

08/13/24 • 24 min

Jim Leaviss started his career in fixed income at the Bank of England, and is ending it 30 years later as the outgoing chief investment officer for fixed income of M&G Investments, which manages more than £100bn in bonds. Today on the show, Katie Martin talks with Jim about what he learned over his long career. Also, the two throw down on the best albums of the 90s.


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


You can email Robert Armstrong at [email protected] and Katie Martin at [email protected].


Read a transcript of this episode on FT.com



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

1 Listener

bookmark
plus icon
share episode

Show more best episodes

Toggle view more icon

FAQ

How many episodes does Unhedged have?

Unhedged currently has 159 episodes available.

What topics does Unhedged cover?

The podcast is about News, Blockchain, Markets, Venture Capital, Financial News, Investing, Business News, Banking, Crypto, Podcasts, Finance and Business.

What is the most popular episode on Unhedged?

The episode title 'The titans of Wall Street' is the most popular.

What is the average episode length on Unhedged?

The average episode length on Unhedged is 19 minutes.

How often are episodes of Unhedged released?

Episodes of Unhedged are typically released every 2 days, 11 hours.

When was the first episode of Unhedged?

The first episode of Unhedged was released on Jun 6, 2023.

Show more FAQ

Toggle view more icon

Comments