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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.

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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 - Dour Fed, cheery market
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03/20/25 • 23 min

On Wednesday Federal Reserve chair Jay Powell announced that US interest rates would remain unchanged. But the monetary policy committee is clearly worried that tariffs might slow growth and increase inflation. Today on the show, Rob Armstrong, Katie Martin and Aiden Reiter try to figure out why markets weren't worried by what they heard from the Fed. Also they go long Twitter (X... whatever) and short Tesla.


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.

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Unhedged - Will IPOs ever come back?
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12/17/24 • 22 min

The road to riches used to be paved with juicy IPOs. But that does not seem to be the case anymore. Today on the show, Katie Martin is joined by Craig Coben, a former global head of equity capital markets at Bank of America, and now a contributing writer for FT Alphaville. They discuss regulation and demand, and the growing role of private equity in corporate ownership. Also, they go short France and long melodic house music.


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.

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Unhedged - Tariffs up. Markets down
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04/03/25 • 23 min

On April 2, in the Rose Garden of the White House, President Donald Trump announced taxes on almost every kind of imported finished goods. Markets plunged as traders fled equities, and even the dollar weakened. Today on the show, Rob Armstrong and Aiden Reiter go over the tariffs and discuss how they will make it harder for American companies to make money. Also they go long TIPS, and short the fortunes of the American consumer, who will have to pay for all these new levies.


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.

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Unhedged - How inflationary are tariffs, really?
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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.

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Unhedged - What are UK bonds thinking?
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01/14/25 • 19 min

US bonds and UK gilts are tracking each other, and heading down. Today on the show, Rob Armstrong and Katie Martin try to figure out whether to blame chancellor Rachel Reeves, or the whole world. Also, Rob goes short pretentious editorials and Katie coins a new term, “Brovid”, to describe the mind virus causing a notable increase in edgelords.


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.

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1 Listener

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Unhedged - Live from Kilkenomics: financial mistakes
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11/12/24 • 25 min

Each year economists gather in Kilkenny, Ireland for the annual Kilkenomics festival. The guests share stories in pubs and make dark jokes about economics. This year, we joined them, taping two episodes of our podcast in Cleere's Bar & Theatre. In our first instalment, we speak with financial historian Russell Napier and Martín Lousteau, a senator representing the city of Buenos Aires. The topic is financial mistakes. Also we go long anger in politics and short France.


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.

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Unhedged - The listeners have questions
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01/02/25 • 23 min

Happy new year, Unhedged listeners! Today on the show, Rob Armstrong, Katie Martin and Aiden Reiter answer questions from the listeners on everything from the takeover of passive investing to favorite metrics. Also, we forgo long and short and announce our new year’s resolutions.


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.

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Unhedged - Vibrational movements in the market
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02/25/25 • 21 min

Have the vibes shifted? Slowing growth and stubborn inflation seem to be putting a chill on a once exuberant market. Today on the show, Rob Armstrong and Aiden Reiter ask if this all adds up to “stagflation”, one of the scariest words in the economic lexicon. Also they go short US defence stocks.


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.

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1 Listener

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Unhedged - Can the Fed stay independent?
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03/04/25 • 21 min

President Donald Trump has loudly proclaimed his desire for lower interest rates. Jay Powell, chair of the Federal Reserve, responding to persistent inflation, has kept rates higher. And keeps mentioning that he can’t be fired. But is this true? Today on the show, the FT’s economics commentator Chris Giles joins Katie Martin to discuss an upcoming legal case that might increase the president’s ability to fire the heads of agencies. Also we go short the Atlanta Fed and long vowels.


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.

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1 Listener

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Unhedged - DeepSeek, AI and the markets
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01/28/25 • 23 min

DeepSeek’s announcement that it has built competitive AI using many fewer resources than big US rivals stunned the markets this week. Chipmakers and power companies plunged in value, and Sam Altman, boss of OpenAI, pronounced himself ‘legit’ invigorated. Today on the show, Katie Martin and Rob Armstrong try to figure out what China’s advances mean for US markets. Also, they organize a fight between their children.


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.

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1 Listener

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FAQ

How many episodes does Unhedged have?

Unhedged currently has 190 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 3 days, 8 hours.

When was the first episode of Unhedged?

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

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