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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Episoder(345)

Introducing Untold: Toxic Legacy

Introducing Untold: Toxic Legacy

Introducing Toxic Legacy, a new season of Untold from the Financial Times. Host Laura Hughes uncovers a lead poisoning epidemic across the UK. You might be living with lead and not know it: the toxin ...

9 Okt 20252min

Gold now! Gold forever! Only gold! Gold! Gold!

Gold now! Gold forever! Only gold! Gold! Gold!

Gold keeps hitting all-time highs, and no sober talk about speculation or productivity has stopped it. Today on the show, Rob Armstrong and Katie Martin take stock of the frenzy. Also they go short th...

7 Okt 202519min

AI, shutdowns and shadow banks

AI, shutdowns and shadow banks

Today on the show, Rob Armstrong and Katie Martin take on three things they’ve been thinking about: the markets' complete lack of worry about a government shutdown, the growing balance sheet problem w...

2 Okt 202522min

The largest leveraged buyout in history?

The largest leveraged buyout in history?

Electronic Arts, a publicly traded company, was just purchased for $55bn by a consortium of investors led by Donald Trump’s son-in-law Jared Kushner. The investors included the Saudis and Silver Lake ...

30 Sep 202520min

Troubling signs in corporate debt

Troubling signs in corporate debt

First Brands Group, a roll-up of car parts manufacturers, is preparing a bankruptcy filing after amassing as much as $10bn in debt. And last week, Tricolor, a subprime auto loan lender, ran into troub...

25 Sep 202523min

Hedging the dollar

Hedging the dollar

The dollar is down almost 10 per cent since the beginning of the year. Yes, it has fallen from a very strong position, but the drop might also reflect growing international unease about the direction ...

23 Sep 202523min

Should companies report only twice a year?

Should companies report only twice a year?

This week, President Donald Trump suggested that companies only report earnings twice a year. This would be a significant change to how markets in the US operate. Today on the show, Rob Armstrong and ...

18 Sep 202522min

Private equity’s public reckoning

Private equity’s public reckoning

With interest rates high, private equity has had a harder time finding investors … and making money. To solve this problem, the industry has found novel ways to avoid closing their funds. But time may...

16 Sep 202523min

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