Unhedged

The 10- and 30- year Treasury yields just hit their highest levels since 2007, sending prices down. And at the same time, equities moved in the same direction. That’s not supposed to happen. Today on ...

3 Loka 202318min

The markets tried denying that the Federal Reserve really would keep rates “higher for longer”. But in the past week, equities and debt finally seemed to accept that high interest rates are here to st...

28 Syys 202316min

The US dollar has been on a tear, just reaching a six-month high. It might be a sign investors and traders are getting used to the idea that US interest rates will be “higher for longer.” Today on the...

26 Syys 202313min

Dumb Money, out this week, stars Seth Rogen, America Ferrera and several very tricky finance moves. We liked Seth and America, but we definitely have questions about the portrayal of clearing houses, ...

21 Syys 202321min

Hedge funds are piling into the basis trade — a bet on the difference between the price of Treasuries and the price of Treasury futures — and they are levering up, too. Today on the show, we ask: Are ...

19 Syys 202315min

Robyn Grew is the new CEO of the Man Group, which manages more than $150 billion over multiple hedge funds. On September 3, she joined Katie Martin, the FT’s Markets Editor, at the FT Weekend Festival...

18 Syys 202337min

As we recorded our show, Arm, the British chip designer, was finally going public in a much-watched IPO. Following in the next weeks are grocery picker Instacart and the strangely fashionable sandal m...

14 Syys 202316min

Inflation is hitting the US and the UK, but housing prices are going up in the US and down in the UK. Today on the show, we ask why, learn about two completely different ways of thinking about mortgag...

12 Syys 202314min