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)

Paramount, Skydance and the streaming wars

Paramount, Skydance and the streaming wars

Paramount and Skydance are merging. That’s a win for David Ellison, whose small studio will join a legendary one with a huge back catalogue and a nascent streaming platform. But is this merger of the ...

11 Heinä 202419min

What elections in France and the UK mean for markets

What elections in France and the UK mean for markets

Recent elections have changed politics in Europe, delivering a centre-left Labour government in the UK and shifting seats to a left alliance in the French parliament. Today on the show, Katie Martin d...

9 Heinä 202423min

Can Morgan Stanley's CEO build a better bank?

Can Morgan Stanley's CEO build a better bank?

Ted Pick became chief executive of Morgan Stanley earlier this year. In a recent letter to shareholders, he touted “the integrated firm” as a model for the bank's future. But it’s not a new idea, and ...

27 Kesä 202416min

Are we all protectionists now?

Are we all protectionists now?

On Thursday, two candidates for US president will debate each other. They are both protectionists. This is a huge change in US economic policy, and one that may have massive consequences in the decade...

25 Kesä 202422min

Distressed IPOs

Distressed IPOs

Golden Goose had a simple plan. Mass produce worn out sneakers, get stars to wear them, and sell them to the public. It was going great until the owner announced an IPO, and then pulled it. Today on t...

21 Kesä 202418min

Elon Musk’s big payday

Elon Musk’s big payday

On Thursday, shareholders of Tesla voted to re-approve a deal to reward Elon Musk with more than $50 billion worth of shares in Tesla, thus making one of the world’s richest men even richer. Also we g...

18 Kesä 202419min

Central bankers do nothing. Markets respond

Central bankers do nothing. Markets respond

The Federal Reserve held rates steady on Wednesday, and markets went whooshing upwards, as if they thought no-move was a clear signal about the next move. For a bit anyway. Today on the show, Katie Ma...

13 Kesä 202417min

Trade like a bot

Trade like a bot

Researchers at the University of Chicago took a fairly standard large language model of AI and fed it a bunch of balance sheets and income statements and asked it to make predictions about earnings. I...

11 Kesä 202419min

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