Unhedged

European stock indices have outperformed the S&P 500 so far this year. The FT’s Aiden Reiter joins Katie Martin to discuss why investors are finally looking beyond US stocks and why Donald Trump’s pol...

6 Feb 202519min

The tariffs have arrived. Canada and Mexico have negotiated delays, China is retaliating, and investors are trying to figure out what comes next. The FT’s Aiden Reiter joins Katie Martin to discuss wh...

4 Feb 202521min

It’s time for the FT’s annual stockpicking contest, where the money is fake but the glory is real. The FT’s Alan Livsey joins Rob Armstrong and Aiden Reiter to discuss what bets they think will pay of...

30 Jan 202524min

DeepSeek’s announcement that it has built competitive AI using many fewer resources than big US rivals stunned the markets this week. Chipmakers and power companies plunged in value, and Sam Altman, b...

28 Jan 202523min

Donald Trump’s first week in office has produced a barrage of policies and power moves. But which of them will happen? Today on the show, Katie Martin, Rob Armstrong, and Aiden Reiter try to figure ou...

23 Jan 202524min

Each year the Financial Times hosts a stock-picking contest for its journalists and readers. Today on the show, Katie Martin and Rob Armstrong explain the logic behind their absolute bombs. And then t...

21 Jan 202521min

Reports of the demise of US inflation have been greatly exaggerated. Today on the show, Rob Armstrong and Aiden Reiter discuss the continuing high numbers and what the Fed might do about it this year....

16 Jan 202516min

US bonds and UK gilts are tracking each other, and heading down. Today on the show, Rob Armstrong and Katie Martin try to figure out whether to blame chancellor Rachel Reeves, or the whole world. Also...

14 Jan 202519min