Unhedged
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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Troubling signs in corporate debt

Troubling signs in corporate debt

First Brands Group, a roll-up of car parts manufacturers, is preparing a bankruptcy filing after amassing as much as $10bn in debt. And last week, Tricolor, a subprime auto loan lender, ran into troub...

25 Syys 202523min

Hedging the dollar

Hedging the dollar

The dollar is down almost 10 per cent since the beginning of the year. Yes, it has fallen from a very strong position, but the drop might also reflect growing international unease about the direction ...

23 Syys 202523min

Should companies report only twice a year?

Should companies report only twice a year?

This week, President Donald Trump suggested that companies only report earnings twice a year. This would be a significant change to how markets in the US operate. Today on the show, Rob Armstrong and ...

18 Syys 202522min

Private equity’s public reckoning

Private equity’s public reckoning

With interest rates high, private equity has had a harder time finding investors … and making money. To solve this problem, the industry has found novel ways to avoid closing their funds. But time may...

16 Syys 202523min

The mystery of the vanishing jobs

The mystery of the vanishing jobs

The annual jobs numbers are in. And they have been revised down by 911,000 positions. But in a quickly changing economy, with many laborers literally leaving the country, what does that mean? Today on...

11 Syys 202520min

Live from the FTWeekend Festival in London

Live from the FTWeekend Festival in London

2025 has been a chaotic year, with seemingly random tariffs, the reduction of the labour force, the partial nationalisation of major companies and a looming hostile takeover of the long independent Fe...

9 Syys 202539min

What’s a central bank supposed to do?

What’s a central bank supposed to do?

Central banks have been around for hundreds of years. But they haven’t always done the same thing. Today on the show, Katie Martin and Rob Armstrong talk to Brendan Greeley, a former FT reporter, abou...

4 Syys 202529min

OK, Doomer

OK, Doomer

Valuations are high. Employment is down. The Federal Reserve is under attack. For many market watchers, this looks a lot like a recipe for disaster. Today on the show, Rob Armstrong and Katie Martin d...

2 Syys 202521min

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