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(347)

The world’s greatest stocks

The world’s greatest stocks

How would you like a 265,528,900 per cent return on your investment? Would you be interested in that? If so, join us as Rob Armstrong and FT Alphaville’s Robin Wigglesworth discuss the results of Prof...

15 Aug 202422min

30 years of bond investment

30 years of bond investment

Jim Leaviss started his career in fixed income at the Bank of England, and is ending it 30 years later as the outgoing chief investment officer for fixed income of M&G Investments, which manages more ...

13 Aug 202424min

What’s up with Bill Ackman?

What’s up with Bill Ackman?

Ackman is one of most well-known investors in the US, and one of the loudest. He has more than a million followers on X and isn’t afraid to argue with any of them. But his active social media feed and...

8 Aug 202420min

Anatomy of a rout

Anatomy of a rout

On Monday, markets around the world agreed to go into a tailspin. Today on the show, Rob Armstrong and guest Nick Megaw try to figure out what drove it all. They cover unemployment, manufacturing, the...

6 Aug 202420min

The case for Tesla

The case for Tesla

Tesla’s earnings slightly disappointed last week, but its stock is still valued at nearly 100 times earnings. Does this make sense? And what exactly is Tesla anyway? Today on the show, Rob Armstrong a...

1 Aug 202416min

Why Wall Street picked Kamala Harris

Why Wall Street picked Kamala Harris

Wall Street withheld tens of millions of dollars in campaign financing to pressure US President Joe Biden to withdraw from November’s election and endorse Kamala Harris. And it worked. But how did Wal...

30 Jul 202420min

How to manipulate the US dollar

How to manipulate the US dollar

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

The Trump trade

The Trump trade

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

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