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(334)

Disinflation, demographics, Doge

Disinflation, demographics, Doge

Opinions are cheap so we’re making it up in volume, with three takes on the future of the economy. Today on the show, the entire staff of the Unhedged newsletter – Rob Armstrong and Aiden Reiter – gat...

19 Nov 202420min

Live from Kilkenomics: anger and economics

Live from Kilkenomics: anger and economics

Angry eruptions in elections around the world are changing leaders. And many of those leaders are coming in with radical offers to the voters. But can anger change an economic outcome for the better? ...

14 Nov 202428min

Live from Kilkenomics: financial mistakes

Live from Kilkenomics: financial mistakes

Each year economists gather in Kilkenny, Ireland for the annual Kilkenomics festival. The guests share stories in pubs and make dark jokes about economics. This year, we joined them, taping two episod...

12 Nov 202425min

The Trump economy. How big? How beautiful?

The Trump economy. How big? How beautiful?

If Donald Trump’s campaign promises about things such as immigration, the dollar, trade and tax policy are realised, the US will start an economic experiment without recent precedent. Today on the sho...

7 Nov 202429min

Do the markets even care about the US election?

Do the markets even care about the US election?

It’s election day. Everyone is freaking out. But the prices of some major commodities and indices remain stoically calm. We investigate. Also, we go long nuclear power, long bees and limit long a squi...

5 Nov 202419min

Magnificent 7 report

Magnificent 7 report

The Magnificent 7 make up seven of the eight largest stocks on the S&P 500 and they are reporting earnings this week and last. Today on the show, Rob Armstrong and guest John Foley, who covers technol...

31 Okt 202421min

Can Boeing come back?

Can Boeing come back?

It’s been a tough year for Boeing. It started with a door panel falling off of a plane in mid-flight. Then machinists at the company went on strike. This week, Boeing announced it would raise $19bn in...

29 Okt 202419min

What do bond markets know about the election?

What do bond markets know about the election?

As betting markets and polls begin tentatively to suggest a Donald Trump election win, yields in 10-year Treasuries have risen. Some on Wall Street think that is because traders believe Trump will win...

24 Okt 202422min

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