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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Berkshire after Buffett

Berkshire after Buffett

At the annual meeting of Berkshire Hathaway, Warren Buffett announced his retirement from day-to-day management. Today on the show, Katie Martin and Rob Armstrong look at his incredible career, and tr...

8 Touko 202524min

Will the real money pivot to Europe?

Will the real money pivot to Europe?

There is fast money and there is real money. Fast money means day traders and hedge funds, who jump in and out on the day's news. But the real money — that of governments and insurance and pension fun...

6 Touko 202518min

GDP goes negative

GDP goes negative

The GDP contracted this past quarter – a turnaround from two years of surprisingly steady growth. Baked into that negative number are imports, as sellers rush to bring in goods ahead of tariffs. Today...

1 Touko 202523min

Bad shipping news

Bad shipping news

Air and sea freight bookings for international cargo are plunging. As the reality of empty shelves starts to hit consumers, will Donald Trump blink? Today on the show, Katie Martin and Rob Armstrong t...

29 Huhti 202521min

Wall Street vs the White House

Wall Street vs the White House

The current administration rode in on a wave of support from America’s traders, lenders and money managers. But that might be changing. Today on the show, Rob Armstrong talks to the FT’s US finance ed...

24 Huhti 202523min

Sell America?

Sell America?

With the continuing decline in the price of US Treasuries, Katie, Rob and Aiden take up the debate about the future of America’s status as a truly exceptional safe haven. Today on the show, the trio d...

22 Huhti 202531min

Nvidia’s bad day

Nvidia’s bad day

Nvidia shares, along with many others in the tech sector, plunged on Wednesday on news that the Trump administration will be blocking sales of certain technology to China. Particularly hard hit was th...

17 Huhti 202521min

Will China back down?

Will China back down?

The White House has announced dizzyingly high — and hard-to-follow — tariffs on goods from China. And Beijing has responded. But the real trade war may be between the US president and the American con...

15 Huhti 202519min

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