Unhedged

New York Community Bancorp shares fell 38% on Wednesday, partly on worries about the bank’s exposure to commercial real estate. Today on the show, Ethan Wu is joined by Robert Armstrong and FT propert...

1 Feb 202416min

While markets around the world took off last year, China continued to stumble. Will 2024 be any different? Today on the show, Ethan Wu and Katie Martin try to understand why the country is lagging, an...

30 Jan 202418min

New rules about how board members are elected could change how corporate America is governed. In March, the Starbucks shareholder meeting may be a first test for new powers long sought by unions and o...

25 Jan 202415min

While the S&P 500 just hit a new high, the FTSE 100 is down about 3 per cent for the year. Today on the show, we talk about the two markets. First, we ask if antitrust cases might slow the tech compan...

23 Jan 202413min

There is an historically large premium on the S&P 500, when compared to markets in the rest of the world. That reflects strong outperformance in the past decade, but can that last? Today on the show, ...

18 Jan 202415min

As interest rates jumped, cash ruled for a lot of investors. The payment for doing absolutely nothing – in the form of money market funds and other interest-bearing instruments – was the highest in de...

16 Jan 202412min

Introducing Untold, a new podcast from the special investigations team at the Financial Times. In its first series, The Retreat, host Madison Marriage examines the world of the Goenka network, which p...

15 Jan 20241min

Today on the show, we dig into the latest inflation numbers, examining the results for shelter, goods and energy, and think about what it all means for the 10-year Treasury yield. Also, we go long dar...

11 Jan 202418min