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)

How to fix the housing market

How to fix the housing market

By many measures, the US housing market is broken. High demand is causing high prices, and yet, year after year, new supply fails to arrive. What’s behind the mismatch? And is there any way to solve i...

5 Sep 202423min

Boring but sexy (stocks)

Boring but sexy (stocks)

The run-up in the markets over the past year or so has been largely driven by tech companies with outsized returns. But that seems to be changing. Names such as Walmart, Berkshire Hathaway and UnitedH...

3 Sep 202418min

The ethics of investing for dictators

The ethics of investing for dictators

Toby Nangle is a regular contributor to the FT. Before he was a journalist, he was an asset manager for more than 25 years, and many of his clients were sovereign wealth funds. And some of the soverei...

29 Aug 202423min

The gold rally

The gold rally

The price of gold reached a record high this week, passing $2,500 an ounce. Market watchers often ascribe a rise like this to inflation, fears about political instability or the endless insanity of th...

27 Aug 202421min

What will Jay Powell say at Jackson Hole?

What will Jay Powell say at Jackson Hole?

Why do central bankers gather in the middle of nowhere every summer? And what will this week's meeting in the middle of nowhere mean for markets? Katie Martin and FT economics commentator Chris Giles ...

22 Aug 202418min

Markets resume previously scheduled exuberance

Markets resume previously scheduled exuberance

Two weeks ago, investors seemed headed for the exits. Now they’re back in and cash is flooding the markets again. Today on the show, Katie Martin and Rob Armstrong unpack the madness. Also, we go long...

20 Aug 202419min

The world’s greatest stocks

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...

15 Aug 202422min

30 years of bond investment

30 years of bond investment

Jim Leaviss started his career in fixed income at the Bank of England, and is ending it 30 years later as the outgoing chief investment officer for fixed income of M&G Investments, which manages more ...

13 Aug 202424min

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