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- Unhedged
357 episodes
Unhedged, page 10
by Financial Times & Pushkin Industries · English
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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The $2tn man
Nicolai Tangen, CEO of Norges Bank Investment Management (Norway’s Oil Fund)
17 Oct 2024 · 21mAre emerging markets back?
In this episode of *Unhedged*, hosts Katie Martin and Aiden Reiter delve into the complex landscape of emerging markets (EM), discussing the implications of lower U.S.
15 Oct 2024 · 20mNovo Nordisk, Eli Lilly and the GLP-1 economy
Novo Nordisk, Eli Lilly and the GLP-1 economy
10 Oct 2024 · 21mMarkets send mixed signals
Hosts Katie Martin and Rob Armstrong explore the current paradoxical situation in the U.S.
8 Oct 2024 · 21mMarkets and the Middle East
A podcast where Katie Martin, Robert Armstrong, and other market enthusiasts from the Financial Times discuss significant current financial events.
3 Oct 2024 · 16mIs the China stimulus package enough?
Katie Martin with Aiden Reiter
1 Oct 2024 · 17m
Immigration and unemployment
A discussion about the implications of immigration on unemployment rates in the context of recent interest rate cuts by the US Federal Reserve.
26 Sep 2024 · 19mThe case for small and mid caps
The Case for Small and Mid Caps
24 Sep 2024 · 22mFederal Reserve puts on enormous party hat
Unhedged features Katie Martin, Robert Armstrong, and other finance enthusiasts from the Financial Times discussing current financial events and trends.
19 Sep 2024 · 18mWhat is Apollo, anyway?
In this episode, hosts Rob Armstrong, Sujeet Indap, and Eric Platt delve into Apollo Global Management, one of the largest alternative asset managers in the world.
17 Sep 2024 · 22mHow Ireland got too much money
Markets columnist at Financial Times
12 Sep 2024 · 22mThe Fed: will it be 25 or 50?
In this episode of *Unhedged*, hosts Katie Martin and Rob Armstrong discuss the implications of potential interest rate cuts by the Federal Reserve (the Fed) amidst a cooling labor market.
10 Sep 2024 · 21mHow to fix the housing market
In this episode of the Unhedged podcast hosted by Katie Martin and Robert Armstrong, the discussion centers around the broken state of the US housing market, high demand versus low supply, and…
5 Sep 2024 · 23mBoring but sexy (stocks)
In this episode of Unhedged, hosts Katie Martin and Robert Armstrong explore the evolving dynamics of the stock market, particularly the shift from tech dominance to a resurgence of "boring" stocks.
3 Sep 2024 · 18mThe ethics of investing for dictators
Contributing editor for the Financial Times, former asset manager with 25 years of experience.
29 Aug 2024 · 24mThe gold rally
Katie Martin and Rob Armstrong
27 Aug 2024 · 22mWhat will Jay Powell say at Jackson Hole?
What will Jay Powell say at Jackson Hole?
22 Aug 2024 · 18mMarkets resume previously scheduled exuberance
In this episode, Katie Martin and Rob Armstrong analyze the recent fluctuations in the financial markets, which saw a brief downturn followed by a rapid recovery.
20 Aug 2024 · 19mThe world’s greatest stocks
Katie Martin, Robert Armstrong, and other market experts from the Financial Times dissect key ideas in finance. New episodes every Tuesday and Thursday.
15 Aug 2024 · 22m30 years of bond investment
In this episode, hosts Katie Martin and veteran bond market expert Jim Leaviss reflect on his 30-year career in fixed income, culminating in his role as Chief Investment Officer for Fixed Income at…
13 Aug 2024 · 25mWhat’s up with Bill Ackman?
In this Financial Times podcast, hosts Katie Martin, Robert Armstrong, and other market experts discuss significant trends and ideas affecting finance today.
8 Aug 2024 · 21mAnatomy of a rout
Rob Armstrong (with guest Nick Megaw)
6 Aug 2024 · 20mThe case for Tesla
In this episode of *Unhedged*, hosts Rob Armstrong and Aiden Reiter delve into Tesla's recent earnings report, assessing the company's valuation which currently stands at nearly 100 times earnings…
1 Aug 2024 · 17mWhy Wall Street picked Kamala Harris
Robert Armstrong, James Fontanella-Khan
30 Jul 2024 · 21m