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)

Behind the Money: Inside Moët Hennessy’s crisis

Behind the Money: Inside Moët Hennessy’s crisis

Unhedged is off today so instead we're bringing you an episode from our fellow FT podcast, Behind the Money. In this episode, we look at how LVMH’s wine and spirits division, Moët Hennessy, has long b...

19 Jun 202523min

What the Israel-Iran war means for markets

What the Israel-Iran war means for markets

Israel and Iran are at war, but markets have yet to freak out. Today on the show, Rob Armstrong and Katie Martin dig into what’s happening with oil, the dollar and gold — and what Federal Reserve chai...

17 Jun 202521min

What makes Tesla run?

What makes Tesla run?

Tesla stock feels like it runs on uncut animal spirits. But the company’s fortunes have been bound up with the US government since long before the Trump administration.Today on the show, Rob Armstrong...

12 Jun 202519min

Welcome to the ‘Hotel Crypto’

Welcome to the ‘Hotel Crypto’

Strategy (formerly MicroStrategy) continues its meteoric rise as new investors purchase a company whose basic business is to own bitcoin. Naturally, the firm has inspired copycats, such as the Japanes...

10 Jun 202528min

Walmart’s very good year

Walmart’s very good year

The last 12 months have been great for Walmart, with its stock price rising on growing sales. And it’s all happening despite impending tariffs, and without adding more employees. Today on the show, US...

5 Jun 202518min

Stock market party but why?

Stock market party but why?

Equities are on a tear, led by the usual tech giants that make up the Magnificent Seven. But why? Rob Armstrong and Katie Martin go over the odd landscape of the current American economy, including sc...

3 Jun 202523min

The nasty Taco question

The nasty Taco question

Our co-host Rob Armstrong has been talking about the “Taco trade” (Trump Always Chickens Out) for a few weeks, and on Wednesday a journalist asked the US president about it. Trump did not like the que...

29 Mai 202521min

The ‘big beautiful’ budget vs the bond market

The ‘big beautiful’ budget vs the bond market

President Donald Trump’s ‘big beautiful’ bill was passed by the House of Representatives last week. It adds yet more deficit spending to the US budget. But can it survive the bond market? Today on the...

27 Mai 202522min

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