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357 episodes
Unhedged, page 3
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 chip and memory stock frenzy
A debate on whether the AI-driven surge in semiconductor and memory stocks is a bubble or a sustainable “super cycle,” amid data-center buildout, chip shortages, and a sharp selloff in software…
28 May 2026 · 24m · 12 chaptersSpaceX nears lift-off
The episode “SpaceX nears lift-off” (Unhedged, FT) dissects SpaceX’s proposed IPO and the market hype around it.
26 May 2026 · 26m · 10 chaptersThe oil reserves dwindle
Oil reserves and the risk of a “tipping point” as war-related disruption to the Strait of Hormuz continues; debate over whether oil futures prices understate the danger.
21 May 2026 · 22m · 12 chaptersLuxury during wartime
Luxury demand and pricing during wartime/“world on fire,” set against bond-market stress and rising yields; why luxury brands (especially European leaders) are struggling after the post-COVID boom.
19 May 2026 · 26m · 9 chaptersWhat’s bothering bonds?
Why bond markets are “not happy” (falling bond prices, rising yields/borrowing costs), with a focus on UK gilts amid global inflation and UK political uncertainty, and what the UK should do to avoid…
14 May 2026 · 24m · 14 chaptersCan GameStop buy eBay?
GameStop’s unsolicited hostile bid to buy eBay, including deal mechanics, financing, governance risks, and whether it’s a serious strategy or PR stunt; plus a separate discussion on AI chip…
12 May 2026 · 22m · 8 chaptersThe Buy America trade
US “Buy America”/US stock outperformance during earnings season, driven by fundamentals (especially AI-related tech, industrials tied to data centers, and banks benefiting from volatility), while…
7 May 2026 · 23m · 8 chaptersAre AI stocks the new railroad bonds?
Compares today’s AI stock boom to past financial manias—especially the 19th-century US railroad boom/bust and the dot-com era—arguing that markets may be misreading risk while earnings and real…
5 May 2026 · 19m · 10 chapters
Introducing: The Story of Money
Intro to Financial Times podcast “The Story of Money,” hosted by Gillian Tett and Robin Wigglesworth, explaining how financial history repeats and shaped today’s financial world.
1 May 2026 · 1m · 1 chapterThe Fed holds steady
Central banks kept interest rates on hold in the US, UK, and Europe, but the episode argues there’s “drama” in the details—especially Jay Powell’s decision to remain a Fed governor, plus subtle…
30 Apr 2026 · 23m · 10 chaptersGloom and boom
Markets and central banks debate whether higher energy prices from the Iran conflict will be “bearable,” amid signs of global fragmentation (UAE leaving OPEC) and strong US earnings supporting a…
28 Apr 2026 · 23m · 8 chaptersChina Shock 2.0
China’s “China Shock 2.0” shift from low-cost “widgets” to high-tech, state-directed manufacturing (EVs, solar, machine tools), and what that means for Europe/SE Asia and for geopolitics amid the…
23 Apr 2026 · 24m · 12 chaptersTrading disruption
Coverage from the FT Commodities Global Summit in Lausanne on how the Strait of Hormuz disruption is reshaping global energy (and potentially food) markets, with regional price spikes, logistical…
21 Apr 2026 · 24m · 15 chaptersBoing! Springtime for the markets
Markets surge to record highs amid hopes for an Iran-related oil/energy resolution; debate whether AI is a bubble vs a value-creating ecosystem; speculative trading frenzy exemplified by Allbirds’…
16 Apr 2026 · 21m · 9 chaptersSpace ecstasy
The episode debates whether Elon Musk’s SpaceX IPO—planned for around May/June—can be justified at a $1.75 trillion valuation, and what it means for markets, hype, and investor appetite.
14 Apr 2026 · 24m · 10 chaptersWhat has changed?
Markets’ “peace bounce” after a claimed Iran ceasefire, and why investors may be overconfident; also discusses shifting regional equity positioning, bond-rate expectations, and a report that Iran…
9 Apr 2026 · 21m · 11 chaptersGuns and butter and credit
Whether today’s economy resembles the 1960s “guns and butter” era or the 1970s, amid high oil prices, rising inflation fears, and a “sludgy” labor market; implications for portfolios (long-duration…
7 Apr 2026 · 15m · 7 chaptersHow an energy crisis unfolds
How an Iran-linked energy crisis disrupts global oil and LNG flows, driving shortages, higher prices, rationing, and legal disputes.
2 Apr 2026 · 17m · 8 chaptersIs this social media's tobacco moment?
A Los Angeles verdict using product-liability law found Meta (Facebook/Instagram) and Google (YouTube) liable for negligently harming children/teens, raising fears of a “social media tobacco moment”…
31 Mar 2026 · 20m · 8 chaptersThe rout in UK and European bonds
The episode explains why UK and European government bond prices (especially short-dated gilts) have sold off sharply after the Iran-related war shock, and how that matters for inflation, mortgages,…
26 Mar 2026 · 21m · 11 chaptersWhy are markets listening to Trump?
Why markets react so sharply to Donald Trump’s comments about Iran “talks,” despite uncertainty and Iran’s denials; includes discussion of oil, stocks, gold, and possible insider-trading concerns.
24 Mar 2026 · 23m · 10 chaptersThe Fed’s juggling act
Katie Martin and Robert Armstrong
19 Mar 2026 · 19m · 7 chaptersAre the markets right or wrong about Iran?
Katie Martin & Robert Armstrong
17 Mar 2026 · 22m · 7 chaptersUncomfortable moments in private credit
Uncomfortable moments in private credit
12 Mar 2026 · 22m · 11 chapters