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.

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Episoder(346)

Who gets to buy Warner Bros Discovery?

Who gets to buy Warner Bros Discovery?

Netflix and Paramount are in a bidding war to take over Warner Bros Discovery and its historic collections of movies and television series. Today on the show, Rob Armstrong talks to US deals correspon...

9 Des 202521min

A satanic list of inflationary factors

A satanic list of inflationary factors

Today on the show, Katie Martin and Rob Armstrong talk with special guest Adam Posen about the prospects for inflation and even a financial crisis. Posen has worked for both the Federal Reserve Bank o...

4 Des 202530min

Bonds vs budgets

Bonds vs budgets

Mature economies such as France, the UK and the US are spending more than they take in. They make up the rest in borrowing. But how long can that last? Today on the show, Katie Martin speaks with Ian ...

2 Des 202521min

What are the hedge funds shorting?

What are the hedge funds shorting?

Short interest in the market is rising. But what are the big players betting against? And what can investors learn from it? Today on the show, Katie Martin joins the editor of the FT’s Alphaville news...

25 Nov 202522min

Nvidia's crazy day

Nvidia's crazy day

In the morning, Nvidia’s earnings report seemed to have cured the market of its jitters about an artificial intelligence bubble. And then it didn’t. Today on the show, Katie Martin and Rob Armstrong t...

20 Nov 202523min

Big deals in Big Pharma

Big deals in Big Pharma

The battle between Novo Nordisk and Pfizer to acquire Metsera is over. But is this merger a sign of strength or weakness for the industry? Today on the show, Rob Armstrong talks with US finance editor...

18 Nov 202520min

Is the K-shaped economy real?

Is the K-shaped economy real?

Companies such as Procter & Gamble and Chipotle say lower-income customers are spending less, while upper-income customers keep splurging. But data from the Federal Reserve and others suggests incomes...

13 Nov 202523min

Is the US an emerging market?

Is the US an emerging market?

Today’s show is a live recording from the Kilkenomics Festival in Kilkenny, Ireland. Katie Martin hosts a panel with guests David McWilliams, founder of the festival, and Mark Blyth, professor of poli...

11 Nov 202538min

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