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Unhedged

Financial Times

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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49 episodes
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Avg 22 min
English

Episodes 49

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Yesterday · 22 min
Bonds, inflation and the Fed. Plus, Nvidia in turmoil
Are markets kidding themselves about inflation?
Tuesday · 18 min
Nvidia shares down as Huang affair scandal deepens
What happens when a tech giant becomes a security concern?
November 5 · 20 min
Taking stock of tumbling stocks
Stocks fall as the post-midterm bubble pops
November 3 · 19 min
What the historic heist of Binance means for crypto
It was the largest heist ever. Within a span of a night, more than $6bn vanished from Binance. That’s the blockchain platform that’s supposed to be the biggest and safest. Authorities point to North Korea as the likely culprit, but the company says it will make customers whole. Columnist Katie Martin and digital markets correspondent Nikou Asgari look at the breach and wonder why billions of dollars have already flowed back onto the platform. 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.
October 29 · 19 min
Why the slowdown in Wall Street deals?
Are mergers a casualty of a slowing market?
October 27 · 22 min
How much is Anthropic really worth?
Anthropic’s initial public offering is shaping up to be the largest ever. And the firm’s recently released prospectus explains how all of this is part of an enterprise for the benefit of the whole of humanity. Rob Armstrong and John Foley, head of Lex, go beyond the high-flying language to unpack why Anthropic is so hard to value and just how worried we should be about the "existential risks to humanity” thing. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
October 22 · 17 min
Breaking down the bond market
Government debt is selling off and no one can agree why
October 20 · 17 min
UK bets on a boring budget
Priority number one: Don’t spook the bond market
October 15 · 22 min
The AI boom stumbles
Should investors prepare for an AI bust? And if so, how?
October 13 · 19 min
Mortgages, diesel and the US midterms
Americans are still spending, despite their complaints about the economy
October 8 · 21 min
Is France too blasé about borrowing costs?
Rising bond yields raise concerns about wider contagion
October 6 · 20 min
There is only one trade
Has every market become a bet on the AI boom?
October 1 · 20 min
Hyperscale my debt!
The trillion-dollar borrowing binge behind the AI build-out
September 29 · 19 min
An ode to stock picking
Can the dying art of active share investment make a comeback?
September 24 · 22 min
Bond bombshell
Borrowing costs move abruptly higher
September 22 · 17 min
Turkish dismay
The ‘Ponzi-like scheme’ making waves on the Bosphorus
September 17 · 20 min
News alert: Fed acts normal
Central bank raises rates, Trump yells, world continues to spin
September 15 · 21 min
Should markets discount the AI apocalypse?
How should investors interpret the labs’ calls for a slowdown?
September 10 · 22 min
Oil, yen and egonomics
The will of US policymakers vs the cold reality of markets
September 8 · 27 min
Unhedged Live: How Katie was “right all along”
Why the Dutch are pulling their gold out of America

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