
How does a gold rush end?
Gold and silver are both racing to record highs. But can it last? Today on the show, Katie Martin and Rob Armstrong talk about factors that might put the brakes on the frenzy. Also they go long the Me...
27 Jan 24min

Taco FTW
The “Taco trade” proved profitable again this week as US President Donald Trump walked back his proposals for invading Greenland. ("Taco", of course, is the acronym for "Trump always chickens out".) G...
22 Jan 19min

Trade wars, real wars and the markets
As Donald Trump threatens a takeover of Greenland, Europe responds with military deployments, sending the markets into a low-key swivet. Today on the show, Rob Armstrong and Alphaville reporter Toby N...
20 Jan 22min

Introducing 'Business History': Young Warren Buffett
We’re sharing a preview of another podcast we think you’ll enjoy, Business History. Former Planet Money hosts Jacob Goldstein and Robert Smith examine the surprising stories of businesses big and smal...
16 Jan 44min

Stock picking champs 2025
The results of the FT’s 2025 stock picking contest are in! Today on the show, Katie Martin, Rob Armstrong and the FT’s asset management reporter Alan Livsey take a look at the winning and losing ideas...
15 Jan 22min

Showdown at the Federal Reserve
On Sunday night, Federal Reserve Chairman Jay Powell took the extraordinary step of issuing a video saying he is being threatened with a criminal indictment because the Fed failed to follow "the prefe...
13 Jan 25min

Outlook 2026
Markets continue their sunny cruise, whistling along as the world is upended by nationalistic meddling in both corporations and other countries. Today on the show, Katie Martin and Rob Armstrong discu...
8 Jan 24min

Imperialism and the markets
US President Donald Trump has attacked Venezuela and removed its leader. The markets remain nonchalant. Does that make sense? Today on the show, Rob Armstrong and Katie Martin speak with US Energy Edi...
6 Jan 20min



















