Unhedged

De: Financial Times & Pushkin Industries
  • Resumen

  • 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.

    Hosted on Acast. See acast.com/privacy for more information.

    Financial Times
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Episodios
  • Make America Gyrate Again
    Mar 13 2025

    As Donald Trump continues to upend the US economy with a bizarre series of tariff announcements and reversals, Katie Martin and Rob Armstrong head to Spain. Today on the show, they host a live forum at the IE Business School in Madrid, covering an administration zig-zagging like a squirrel at rush hour and a market cowering in fear. Also, they take some questions from the audience.


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.


    You can email Robert Armstrong and Katie Martin at unhedged@ft.com.


    Hosted on Acast. See acast.com/privacy for more information.

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    28 m
  • The case for China
    Mar 11 2025

    Investors have long been wary of China, piling into US markets, no matter what the climate. But is that changing? Today on the show, Rob Armstrong and Aiden Reiter talk to Ruchir Sharma, a columnist for the FT and investor at Rockefeller Capital Management, about the case for China now. Also they go long BYD, and long Vietnam.


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.


    You can email Robert Armstrong and Katie Martin at unhedged@ft.com.


    Read a transcript of this episode on FT.com


    Hosted on Acast. See acast.com/privacy for more information.

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    22 m
  • Trump dump?
    Mar 6 2025

    The president proposes and the markets dispose … of recent gains. Tariffs, deportations, budget cuts, political isolation and other “exciting” new plans seem to be unsettling investors, who are leaving US equities and heading for the safety of bonds. Today on the show, Rob Armstrong and head of the Lex column John Foley look at some of the falling stocks and try to figure out how much risk investors will ultimately take off the table. Also they go long potash and long Tesla.


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.


    You can email Robert Armstrong and Katie Martin at unhedged@ft.com.


    Read a transcript of this episode on FT.com


    Hosted on Acast. See acast.com/privacy for more information.

    Más Menos
    23 m

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