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)

Best of: the world’s greatest stocks

Best of: the world’s greatest stocks

How would you like a 265,528,900 per cent return on your investment? Would you be interested in that? If so, join us as Rob Armstrong and FT Alphaville’s Robin Wigglesworth discuss the results of Prof...

28 Nov 202422min

How inflationary are tariffs, really?

How inflationary are tariffs, really?

President-elect Donald Trump has just announced “Day 1” tariffs on Mexico and Canada, in addition to previously promised tariffs on China. Tariffs will definitely affect domestic prices, but how much,...

26 Nov 202414min

Looking at 2025

Looking at 2025

It is the season for giving and banks are giving us a lot of year-ahead reports. Katie, Robert and Aiden actually read these things, and today on the show they discuss what they’ve learned. It all rai...

21 Nov 202425min

Disinflation, demographics, Doge

Disinflation, demographics, Doge

Opinions are cheap so we’re making it up in volume, with three takes on the future of the economy. Today on the show, the entire staff of the Unhedged newsletter – Rob Armstrong and Aiden Reiter – gat...

19 Nov 202420min

Live from Kilkenomics: anger and economics

Live from Kilkenomics: anger and economics

Angry eruptions in elections around the world are changing leaders. And many of those leaders are coming in with radical offers to the voters. But can anger change an economic outcome for the better? ...

14 Nov 202428min

Live from Kilkenomics: financial mistakes

Live from Kilkenomics: financial mistakes

Each year economists gather in Kilkenny, Ireland for the annual Kilkenomics festival. The guests share stories in pubs and make dark jokes about economics. This year, we joined them, taping two episod...

12 Nov 202425min

The Trump economy. How big? How beautiful?

The Trump economy. How big? How beautiful?

If Donald Trump’s campaign promises about things such as immigration, the dollar, trade and tax policy are realised, the US will start an economic experiment without recent precedent. Today on the sho...

7 Nov 202429min

Do the markets even care about the US election?

Do the markets even care about the US election?

It’s election day. Everyone is freaking out. But the prices of some major commodities and indices remain stoically calm. We investigate. Also, we go long nuclear power, long bees and limit long a squi...

5 Nov 202419min

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