Today's inflation numbers
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
Tech stock winners
In July, the FT’s Rob Armstrong and Elaine Moore went head-to-head in a stock-picking competition, drafting their favourite stocks from the Magnificent Seven, the seven tech stocks dominating the mark...
9 Jan 202419min
Cool markets, hot takes
After a roaring December, the markets cooled a bit in the first days of 2024. Today on the show, hosts Ethan Wu and Robert Armstrong think big thoughts about long yields in treasuries, the historical ...
4 Jan 202419min
The year ahead, according to AI, and humans
Today on the show, we’re looking at the year ahead, with AI by our side. Our colleague Bryce Elder at the FT built an online quiz that pits AI against analysts in writing prose about the future. We ta...
2 Jan 202419min
The Unhedged Awards
Today on the show, hosts Ethan Wu, Katie Martin and Rob Armstrong dole out the first-ever Unhedgies, awards for categories such as the best overall deal, scam, IPO, central banker – we do not choose J...
21 Dec 202320min
Markets gone wild
Last week’s Fed statements revealed that its Open Market Committee was thinking about the possibility of interest rate cuts at some point, and the markets responded with insane glee, unexpectedly send...
19 Dec 202318min
Thirty-seven years of wisdom
Jonathan Guthrie has been covering finance for 37 years. Today on the show, he talks with hosts Ethan Wu and Robert Armstrong about what he’s learnt, covering everything from market collapses to inves...
14 Dec 202315min
Central bank lookahead
Inflation has slowed in the US, the UK, and the EU. Will this mean interest rate cuts next year? Markets seem to think so, but comments from central bankers this week may temper that enthusiasm. Also,...
12 Dec 202317min
