Unhedged
By Financial Times & Pushkin Industries
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Category: Investing
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Subscribers: 225
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Episodes: 159
Description
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.
| Episode | Date |
|---|---|
|
Rate drop, market drop
|
Dec 19, 2024 |
|
Will IPOs ever come back?
|
Dec 17, 2024 |
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Is M&A back?
|
Dec 12, 2024 |
|
Geopolitics? What geopolitics?
|
Dec 10, 2024 |
|
What can Trump do about the price of oil?
|
Dec 05, 2024 |
|
Are US stocks too expensive?
|
Dec 03, 2024 |
|
Best of: the world’s greatest stocks
|
Nov 28, 2024 |
|
How inflationary are tariffs, really?
|
Nov 26, 2024 |
|
Looking at 2025
|
Nov 21, 2024 |
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Disinflation, demographics, Doge
|
Nov 19, 2024 |
|
Live from Kilkenomics: anger and economics
|
Nov 14, 2024 |
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Live from Kilkenomics: financial mistakes
|
Nov 12, 2024 |
|
The Trump economy. How big? How beautiful?
|
Nov 07, 2024 |
|
Do the markets even care about the US election?
|
Nov 05, 2024 |
|
Magnificent 7 report
|
Oct 31, 2024 |
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Can Boeing come back?
|
Oct 29, 2024 |
|
What do bond markets know about the election?
|
Oct 24, 2024 |
|
The titans of Wall Street
|
Oct 22, 2024 |
|
The $2tn man
|
Oct 17, 2024 |
|
Are emerging markets back?
|
Oct 15, 2024 |
|
Novo Nordisk, Eli Lilly and the GLP-1 economy
|
Oct 10, 2024 |
|
Markets send mixed signals
|
Oct 08, 2024 |
|
Markets and the Middle East
|
Oct 03, 2024 |
|
Is the China stimulus package enough?
|
Oct 01, 2024 |
|
Immigration and unemployment
|
Sep 26, 2024 |
|
The case for small and mid caps
|
Sep 24, 2024 |
|
Federal Reserve puts on enormous party hat
|
Sep 19, 2024 |
|
What is Apollo, anyway?
|
Sep 17, 2024 |
|
How Ireland got too much money
|
Sep 12, 2024 |
|
The Fed: will it be 25 or 50?
|
Sep 10, 2024 |
|
How to fix the housing market
|
Sep 05, 2024 |
|
Boring but sexy (stocks)
|
Sep 03, 2024 |
|
The ethics of investing for dictators
|
Aug 29, 2024 |
|
The gold rally
|
Aug 27, 2024 |
|
What will Jay Powell say at Jackson Hole?
|
Aug 22, 2024 |
|
Markets resume previously scheduled exuberance
|
Aug 20, 2024 |
|
The world’s greatest stocks
|
Aug 15, 2024 |
|
30 years of bond investment
|
Aug 13, 2024 |
|
What’s up with Bill Ackman?
|
Aug 08, 2024 |
|
Anatomy of a rout
|
Aug 06, 2024 |
|
The case for Tesla
|
Aug 01, 2024 |
|
Why Wall Street picked Kamala Harris
|
Jul 30, 2024 |
|
How to manipulate the US dollar
|
Jul 25, 2024 |
|
The Trump trade
|
Jul 23, 2024 |
|
Will a major revision of listing rules in the UK work?
|
Jul 18, 2024 |
|
Investing in green tech
|
Jul 16, 2024 |
|
Paramount, Skydance and the streaming wars
|
Jul 11, 2024 |
|
What elections in France and the UK mean for markets
|
Jul 09, 2024 |
|
Can Morgan Stanley's CEO build a better bank?
|
Jun 27, 2024 |
|
Are we all protectionists now?
|
Jun 25, 2024 |
|
Distressed IPOs
|
Jun 21, 2024 |
|
Elon Musk’s big payday
|
Jun 18, 2024 |
|
Central bankers do nothing. Markets respond
|
Jun 13, 2024 |
|
Trade like a bot
|
Jun 11, 2024 |
|
The gamma squeeze
|
Jun 06, 2024 |
|
What elections mean for markets this year
|
Jun 04, 2024 |
|
The billionaires’ tax
|
May 30, 2024 |
|
Who killed Red Lobster?
|
May 28, 2024 |
|
Where’s the commercial property meltdown?
|
May 23, 2024 |
|
The cocoa boom
|
May 21, 2024 |
|
Bridgewater’s new boss
|
May 16, 2024 |
|
GameStop again?
|
May 14, 2024 |
|
The fight for Paramount
|
May 10, 2024 |
|
What’s next for Warren Buffett
|
May 07, 2024 |
|
Is Fed policy working?
|
May 02, 2024 |
|
Why the US dollar is the world’s problem
|
Apr 30, 2024 |
|
Bonus: The fraudster's guide to magic money with Tim Harford
|
Apr 26, 2024 |
|
The diamond market disrupted
|
Apr 25, 2024 |
|
Active changes to passive indices
|
Apr 23, 2024 |
|
How oil got to $90 a barrel
|
Apr 18, 2024 |
|
High interest rate anxiety
|
Apr 16, 2024 |
|
Shopify vs Amazon
|
Apr 11, 2024 |
|
Should we worry about private credit?
|
Apr 09, 2024 |
|
Rethinking Tesla and Apple
|
Apr 04, 2024 |
|
Navigating the next super cycle
|
Apr 02, 2024 |
|
Wall Street bets on Reddit
|
Mar 28, 2024 |
|
The great British bargain show
|
Mar 26, 2024 |
|
Inside the crypto hype machine
|
Mar 21, 2024 |
|
Listener Questions
|
Mar 19, 2024 |
|
Can the US stock market stand 3% US inflation?
|
Mar 14, 2024 |
|
Does factor investing still work?
|
Mar 12, 2024 |
|
Inside the traders’ black box
|
Mar 07, 2024 |
|
Learning to love the boom
|
Mar 05, 2024 |
|
Is ESG over?
|
Feb 29, 2024 |
|
Three markets, three highs
|
Feb 27, 2024 |
|
WeWork rework
|
Feb 22, 2024 |
|
Active investors! Assemble
|
Feb 20, 2024 |
|
The dilemma of the supercompany
|
Feb 15, 2024 |
|
Are dividends back?
|
Feb 13, 2024 |
|
How not to pick stocks
|
Feb 08, 2024 |
|
High-yield bond bonanza
|
Feb 06, 2024 |
|
Will commercial real estate hurt regional banks?
|
Feb 01, 2024 |
|
Can China rebound in 2024?
|
Jan 30, 2024 |
|
Boardroom games
|
Jan 25, 2024 |
|
Two stock markets, two takes
|
Jan 23, 2024 |
|
Is America overpriced?
|
Jan 18, 2024 |
|
Cash Rethink Energises Asset Markets
|
Jan 16, 2024 |
|
Introducing Untold: The Retreat
|
Jan 15, 2024 |
|
Today's inflation numbers
|
Jan 11, 2024 |
|
Tech stock winners
|
Jan 09, 2024 |
|
Cool markets, hot takes
|
Jan 04, 2024 |
|
The year ahead, according to AI, and humans
|
Jan 02, 2024 |
|
The Unhedged Awards
|
Dec 21, 2023 |
|
Markets gone wild
|
Dec 19, 2023 |
|
Thirty-seven years of wisdom
|
Dec 14, 2023 |
|
Central bank lookahead
|
Dec 12, 2023 |
|
The return of crypto
|
Dec 07, 2023 |
|
Introducing Hot Money: The New Narcos
|
Dec 06, 2023 |
|
Gold just set a record. Why?
|
Dec 05, 2023 |
|
Down the liquidity hole
|
Nov 30, 2023 |
|
Have rates peaked?
|
Nov 28, 2023 |
|
What the London Stock Exchange really trades
|
Nov 23, 2023 |
|
The zombie companies
|
Nov 21, 2023 |
|
What does Walmart know?
|
Nov 16, 2023 |
|
Big Tech roundup: Tesla, Nvidia, Apple and more
|
Nov 14, 2023 |
|
A drastic solution to exploding US government debt
|
Nov 09, 2023 |
|
Pub quiz showdown: Alphaville vs Unhedged
|
Nov 07, 2023 |
|
Sam Bankman-Fried takes the stand
|
Nov 02, 2023 |
|
Why so down, S&P 500?
|
Oct 31, 2023 |
|
A massive GDP number
|
Oct 26, 2023 |
|
Is China a bargain right now?
|
Oct 24, 2023 |
|
FTX trial update
|
Oct 19, 2023 |
|
Japan’s new direction
|
Oct 17, 2023 |
|
Public problems for private equity
|
Oct 12, 2023 |
|
Three markets we’re watching
|
Oct 10, 2023 |
|
The Biden scorecard
|
Oct 05, 2023 |
|
The increasingly odd bond market
|
Oct 03, 2023 |
|
How high, and for how long?
|
Sep 28, 2023 |
|
The strong US dollar gets stronger
|
Sep 26, 2023 |
|
Well, actually: Our ‘Dumb Money’ movie review
|
Sep 21, 2023 |
|
Basis trade freakout (low key)
|
Sep 19, 2023 |
|
Bonus Interview: Robyn Grew, Man Group CEO
|
Sep 18, 2023 |
|
Three IPOs test the market
|
Sep 14, 2023 |
|
A Tale of Two Housing Markets
|
Sep 12, 2023 |
|
Big win for Big Crypto
|
Sep 07, 2023 |
|
Good job numbers and a bad attitude
|
Sep 05, 2023 |
|
The central bankers’ rodeo
|
Aug 29, 2023 |
|
It’s tough out there for Goldman Sachs
|
Aug 24, 2023 |
|
Hot new bad idea
|
Aug 22, 2023 |
|
Disney’s Tragic Kingdom
|
Aug 17, 2023 |
|
China slows down
|
Aug 15, 2023 |
|
Icahn has problems?
|
Aug 10, 2023 |
|
How bonds make — and break — nations
|
Aug 08, 2023 |
|
Uber finally delivers
|
Aug 03, 2023 |
|
The case for a soft landing
|
Aug 01, 2023 |
|
The billionaire charged with insider trading
|
Jul 27, 2023 |
|
Big week for central banks
|
Jul 25, 2023 |
|
The private credit boom
|
Jul 20, 2023 |
|
Getting inflation wrong
|
Jul 18, 2023 |
|
The 2023 Unhedged stock draft
|
Jul 13, 2023 |
|
Why the bond market matters now
|
Jul 11, 2023 |
|
Harry Markowitz found a free lunch in finance
|
Jul 06, 2023 |
|
Will empty offices hurt the US economy?
|
Jun 29, 2023 |
|
Does Japan’s stock market rally have legs?
|
Jun 27, 2023 |
|
What’s going on with car insurance?
|
Jun 22, 2023 |
|
Why investors hate this bull market
|
Jun 21, 2023 |
|
Is crypto a security, bro?
|
Jun 15, 2023 |
|
Where’s the recession?
|
Jun 13, 2023 |
|
Introducing Unhedged
|
Jun 06, 2023 |