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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Jaksot(345)

Is Nvidia really worth $4tn?

Is Nvidia really worth $4tn?

Nvidia is now the most valuable company in America, as AI seems to power an unstoppable market. Today on the show, Katie Martin and Aiden Reiter ask if it reminds anyone of the dotcom bubble. Also the...

17 Heinä 202518min

Heinz, Kraft and Warren Buffett

Heinz, Kraft and Warren Buffett

The acquisition of Heinz and Kraft by 3G Capital and Warren Buffett seemed like a classic play from the world’s most famous investor: buy boring staples with long histories and hold them forever. But ...

15 Heinä 202520min

The secret giant of finance

The secret giant of finance

Jane Street is one of the biggest traders in the world, and they have become embroiled in accusations of market manipulation in India. Today on the show, Katie Martin and special guest Robin Wiggleswo...

11 Heinä 202522min

Three surprises that might spook the markets

Three surprises that might spook the markets

Despite looming economic problems, the stock market continues to climb. Today on the show, Katie Martin, Rob Armstrong and Aiden Reiter ask what could finally end the party. Also they go short consult...

8 Heinä 202522min

The dilapidated dollar

The dilapidated dollar

The US dollar is having its worst year since 1973. And 1973 was a really bad year. As the US takes a break to celebrate independence from the UK, Katie Martin and Ian Smith discuss the glow-down of th...

3 Heinä 202522min

Building a big beautiful Europe

Building a big beautiful Europe

The weakening dollar suggests international investors are looking for other places to put their money. This could be an opportunity for Europe to finally compete with the US as a safe haven and reserv...

1 Heinä 202524min

Can anything stop the US economy?

Can anything stop the US economy?

A lot of people are worried about the Middle East, but markets are doing just fine. Today on the show, Rob Armstrong and Aiden Reiter talk about why investors are buying US again — and whether that wi...

26 Kesä 202523min

Who wants to be a Fed chair?

Who wants to be a Fed chair?

President Donald Trump has called US Federal Reserve chair Jay Powell “very dumb, hardheaded” and a “numbskull” for not lowering interest rates. But for some reason, people still want Powell’s job. To...

24 Kesä 202522min

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