Unhedged

Presidential candidate Donald Trump has argued for a weaker dollar in recent interviews. That makes some sense. A weaker currency can increase exports and narrow a trade deficit. But how does one weak...

25 Jul 202420min

As the election nears, Wall Street is starting to talk more about what a bet on a second Trump presidency might look like. Today on the show, we cover possible outcomes for inflation, long-term bond y...

23 Jul 202422min

The UK’s Financial Conduct Authority just released rule revisions that are meant to attract new listings on the country’s exchanges. These include legalising shares that move a lot of the power from i...

18 Jul 202419min

Last week the FT’s Moral Money writer Simon Mundy spoke with venture capitalist Vinod Khosla about 20 years of making big, long bets on renewable energy. Some have paid off, but most haven’t. Khosla i...

16 Jul 202417min

Paramount and Skydance are merging. That’s a win for David Ellison, whose small studio will join a legendary one with a huge back catalogue and a nascent streaming platform. But is this merger of the ...

11 Jul 202419min

Recent elections have changed politics in Europe, delivering a centre-left Labour government in the UK and shifting seats to a left alliance in the French parliament. Today on the show, Katie Martin d...

9 Jul 202423min

Ted Pick became chief executive of Morgan Stanley earlier this year. In a recent letter to shareholders, he touted “the integrated firm” as a model for the bank's future. But it’s not a new idea, and ...

27 Jun 202416min

On Thursday, two candidates for US president will debate each other. They are both protectionists. This is a huge change in US economic policy, and one that may have massive consequences in the decade...

25 Jun 202422min