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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Avsnitt(334)

Will IPOs ever come back?

Will IPOs ever come back?

The road to riches used to be paved with juicy IPOs. But that does not seem to be the case anymore. Today on the show, Katie Martin is joined by Craig Coben, a former global head of equity capital mar...

17 Dec 202422min

Is M&A back?

Is M&A back?

There have been very few mergers and acquisitions in the past four years, but many dealmakers say that’s about to change. At least that’s according to reporting by James Fontanella-Khan, our guest on ...

12 Dec 202422min

Geopolitics? What geopolitics?

Geopolitics? What geopolitics?

Ukraine, Syria, Moldova, France, Israel, South Korea, the US…. Power is being challenged and redistributed around the world. But how are markets reacting, which changes truly matter to the global mult...

10 Dec 202420min

What can Trump do about the price of oil?

What can Trump do about the price of oil?

Among his many promises, president-elect Donald Trump is promising to drive down the price of energy in the US. But how realistic a plan is that? What levers does he have to pull? Today on the show, R...

5 Dec 202421min

Are US stocks too expensive?

Are US stocks too expensive?

Ruchir Sharma, an investor and frequent contributor to the FT, came out and said it the other day: The US stock market is in a bubble. But is it a bubble or just the rational behavior of investors who...

3 Dec 202420min

Best of: the world’s greatest stocks

Best of: 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...

28 Nov 202422min

How inflationary are tariffs, really?

How inflationary are tariffs, really?

President-elect Donald Trump has just announced “Day 1” tariffs on Mexico and Canada, in addition to previously promised tariffs on China. Tariffs will definitely affect domestic prices, but how much,...

26 Nov 202414min

Looking at 2025

Looking at 2025

It is the season for giving and banks are giving us a lot of year-ahead reports. Katie, Robert and Aiden actually read these things, and today on the show they discuss what they’ve learned. It all rai...

21 Nov 202425min

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