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)

When Spacs attack

When Spacs attack

Special purpose acquisition companies are basically bags of money looking for businesses to acquire. They boomed in 2021 and then went into hiding. Now they’re back and booming. Today on the show, Rob...

22 Mai 202516min

The microcap explosion

The microcap explosion

Microcaps of every sort have been rushing to list on US exchanges. Many are from China and represent shares in tiny companies, such as a chain of hot pot stores. Today on the show, Katie Martin and Ai...

20 Mai 202522min

The UK’s trade deal

The UK’s trade deal

Recent announcements about trade deals with the UK and China have cheered markets. But what exactly did the UK agree, and why? Today on the show, the FT’s trade guru Alan Beattie joins Katie Martin to...

15 Mai 202521min

Not-so-bad news is the new good news

Not-so-bad news is the new good news

Lower-than-expected inflation and the start of negotiations with China seemed to help stocks on Monday. But the dollar remained uncharacteristically weak. Today on the show, Rob Armstrong and Aiden Re...

13 Mai 202522min

Berkshire after Buffett

Berkshire after Buffett

At the annual meeting of Berkshire Hathaway, Warren Buffett announced his retirement from day-to-day management. Today on the show, Katie Martin and Rob Armstrong look at his incredible career, and tr...

8 Mai 202524min

Will the real money pivot to Europe?

Will the real money pivot to Europe?

There is fast money and there is real money. Fast money means day traders and hedge funds, who jump in and out on the day's news. But the real money — that of governments and insurance and pension fun...

6 Mai 202518min

GDP goes negative

GDP goes negative

The GDP contracted this past quarter – a turnaround from two years of surprisingly steady growth. Baked into that negative number are imports, as sellers rush to bring in goods ahead of tariffs. Today...

1 Mai 202523min

Bad shipping news

Bad shipping news

Air and sea freight bookings for international cargo are plunging. As the reality of empty shelves starts to hit consumers, will Donald Trump blink? Today on the show, Katie Martin and Rob Armstrong t...

29 Apr 202521min

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