Unhedged

President Donald Trump’s abandonment of Ukraine has been a great success … for European defence companies. Meanwhile, traders are selling American defence contractors, and the US market is sluggish. N...

27 Helmi 202517min

Have the vibes shifted? Slowing growth and stubborn inflation seem to be putting a chill on a once exuberant market. Today on the show, Rob Armstrong and Aiden Reiter ask if this all adds up to “stagf...

25 Helmi 202521min

The markets are booming but there are fewer and fewer new entrants. And they don’t seem to be exciting to investors. Today on the show, Katie Martin and Aiden Reiter talk with Jenn Hughes about her la...

20 Helmi 202522min

Donald Trump and his Treasury secretary have signaled their support for a sovereign wealth fund. Joe Biden and Kamala Harris also discussed it. But is it a good idea? Today on the show, Katie Martin a...

18 Helmi 202520min

Coverage of President Donald Trump’s tariffs tends to focus on their effect on American consumers. That’s important, but it’s only half the story, or less. Today on the show, Rob Armstrong and Katie M...

13 Helmi 202525min

Gold is traditionally a hedge against instability. And it’s reaching record highs. Today on the show, Katie Martin and Rob Armstrong look at the demand for gold and try to figure out if the market is ...

11 Helmi 202524min

European stock indices have outperformed the S&P 500 so far this year. The FT’s Aiden Reiter joins Katie Martin to discuss why investors are finally looking beyond US stocks and why Donald Trump’s pol...

6 Helmi 202519min

The tariffs have arrived. Canada and Mexico have negotiated delays, China is retaliating, and investors are trying to figure out what comes next. The FT’s Aiden Reiter joins Katie Martin to discuss wh...

4 Helmi 202521min