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- Unhedged
357 episodes
Unhedged, page 2
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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Heatwaves and waterways
Heatwaves and drought in the UK and continental Europe, focusing on Germany’s Rhine River low water and the economic fallout (“weathernomics”).
20 Aug 2026 · 17m · 9 chaptersDoes the market know anything about oil?
Why oil prices fell despite ongoing Iran-related shipping disruptions, focusing on US Strategic Petroleum Reserve drawdowns, uncertain Strait of Hormuz throughput, and a refining bottleneck driving…
18 Aug 2026 · 23m · 9 chaptersHot Stoxx summer
US earnings season has driven record highs and reinforced the AI-driven market narrative, but Europe is also outperforming and offers diversification because it has less “Magnificent Seven” exposure,…
13 Aug 2026 · 20m · 9 chaptersWhy the yen matters
The Japanese yen’s weakness and an unprecedented joint intervention by Japan and the US to buy yen, plus whether it will hold.
11 Aug 2026 · 22m · 10 chapters
The Economics Show: China wanted western tech. Now, the tables have turned.
China’s rise via technology transfer and industrial policy; whether the US and Europe should respond by requiring Chinese investors to share technology.
6 Aug 2026 · 44m · 21 chapters
The Story of Money: The trader who made $100mn from the 1929 crash — only to lose it all
The episode is about legendary stock trader Jesse Livermore—how he made fortunes by shorting major market crashes (notably 1929) and then repeatedly lost everything, ending in suicide in 1940.
4 Aug 2026 · 57m · 17 chaptersIs the Fed the referee or the best player?
The episode analyzes the US Federal Reserve’s decision to hold rates steady (3.5%–3.75%) under new chair Kevin Walsh, and why markets reacted violently anyway—especially the jump in long-term yields…
30 Jul 2026 · 26m · 10 chaptersThe return of monetarism?
What monetarism is and why it’s resurfacing in Fed policy debates, despite past failures. Guests: Brendan Greeley (Princeton University; EFT; “neo-monetarist” guest).
28 Jul 2026 · 13m · 6 chapters
How JPMorgan won
Why JPMorgan Chase has become the dominant U.S. bank (“How JPMorgan won”) and whether its advantage can last after CEO Jamie Dimon.
23 Jul 2026 · 19m · 8 chaptersThe forecast for prediction markets
Prediction markets—betting on future events like interest-rate moves, elections, wars, and even wildfires—are discussed as potentially useful “information/voting machines” for investors, but also as…
21 Jul 2026 · 18m · 8 chaptersShould private credit be public?
Whether private credit (illiquid loans packaged by private managers) should be available to retail investors, amid recent redemption problems and financial-stability warnings.
16 Jul 2026 · 21m · 8 chaptersEverything is awesome … for banks
Second-quarter earnings show banks thriving amid a booming tech/AI cycle.
14 Jul 2026 · 14m · 7 chaptersThe Fed’s silent treatment
Renewed US-Iran conflict raises oil prices and market inflation fears, testing how the new Fed chair Kevin Walsh will respond.
9 Jul 2026 · 22m · 9 chaptersSoftware stocks got crushed. Did they have it coming?
The February selloff in software stocks tied to fears that AI will “vibe code” away enterprise software, and whether the drop was overdone versus a warning.
7 Jul 2026 · 20m · 9 chaptersHalftime for the markets
Mid-year market “halftime” review for 2026—why leadership is rotating, why narratives keep breaking, and what the jobs report implies for rates and risky assets.
2 Jul 2026 · 23m · 8 chaptersNew UK prime minister, same bond market
The UK’s political transition (Andy Burnham likely becoming PM) and how UK gilt bond markets are reacting, amid Iran-war inflation effects, sticky UK inflation post-Brexit, and Bank of England rate…
30 Jun 2026 · 21m · 10 chaptersTech shares zigzag
The episode debates whether recent tech-market volatility is random or a sign the “AI trade” has become overextended.
25 Jun 2026 · 19m · 11 chaptersHow to surf turbulent markets
A debate on whether markets—especially the AI-led rally—are in a bubble and how to invest in “turbulent markets,” arguing that bubbles can persist until interest rates rise.
23 Jun 2026 · 28m · 12 chaptersKevin Warsh’s first remarks
The episode discusses Kevin Warsh’s first remarks as the new Fed chair after a US interest-rate decision and press conference.
18 Jun 2026 · 22m · 7 chaptersNotes from the FT Global Bond Summit
The episode is a live-style debate from the FT Global Bond Summit in London, hosted by Rob Armstrong (reporting from New York) and Katie Martin (in a London hotel).
16 Jun 2026 · 20m · 8 chaptersCan Trump make a deal with Iran?
The episode asks what’s really happening in efforts to broker a deal between the US (under Trump) and Iran amid ongoing war and threats.
11 Jun 2026 · 25m · 11 chaptersWhy are investors so jumpy?
Why equity and broader markets “zigzag” and why investors feel jumpy despite strong AI enthusiasm; focus on US jobs data, Fed uncertainty, narrow risk appetite, and upcoming IPO supply.
9 Jun 2026 · 19m · 8 chaptersBig energy getting bigger
The episode centers on the NextEra Dominion utilities mega-deal and how AI is driving demand for electricity, reshaping dealmaking, regulation, and politics in the US.
4 Jun 2026 · 22m · 13 chaptersCould we interest you in $675bn in tech stocks?
The surge in US tech IPOs and follow-on share sales, especially AI companies, and whether it signals opportunity or bubble risk.
2 Jun 2026 · 22m · 10 chapters