Unhedged

By Financial Times & Pushkin Industries

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Category: Investing

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Subscribers: 219
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Episodes: 150

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.

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Episode Date
Disinflation, demographics, Doge
Nov 19, 2024
Live from Kilkenomics: anger and economics
Nov 14, 2024
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
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