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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Avsnitt(343)

From Against the Rules: Michael Burry Speaks

From Against the Rules: Michael Burry Speaks

Here’s another podcast we think you’ll enjoy, The Big Short Companion from Against the Rules, hosted by bestselling author Michael Lewis. Lewis’ popular book The Big Short is 15 years old, and to mark...

25 Dec 202537min

We take some questions

We take some questions

Why do companies care about their share price so much? Is Switzerland in danger of losing its banks? What would regime change in Venezuela do to global oil markets? Today on the show, Katie Martin and...

23 Dec 202524min

Three numbers that matter

Three numbers that matter

Today on the show, Katie Martin and Rob Armstrong take a look at some revealing numbers about jobs, inflation and borrowing against the Treasuries market. Also they go short “funny” videos from privat...

18 Dec 202517min

Gold, silver and crypto

Gold, silver and crypto

Silver is on a tear this year, outperforming gold and even crypto. Today on the show, Rob Armstrong and Katie Martin look at the markets for substitutes for fiat currency. Also they go long the Christ...

16 Dec 202522min

Can 2026 match 2025?

Can 2026 match 2025?

What went right in 2025? What could go wrong in 2026? Recorded last week for the FT’s digital conference The Global Boardroom, Katie Martin and Rob Armstrong talk with Ian Smith, the FT’s senior marke...

11 Dec 202537min

Who gets to buy Warner Bros Discovery?

Who gets to buy Warner Bros Discovery?

Netflix and Paramount are in a bidding war to take over Warner Bros Discovery and its historic collections of movies and television series. Today on the show, Rob Armstrong talks to US deals correspon...

9 Dec 202521min

A satanic list of inflationary factors

A satanic list of inflationary factors

Today on the show, Katie Martin and Rob Armstrong talk with special guest Adam Posen about the prospects for inflation and even a financial crisis. Posen has worked for both the Federal Reserve Bank o...

4 Dec 202530min

Bonds vs budgets

Bonds vs budgets

Mature economies such as France, the UK and the US are spending more than they take in. They make up the rest in borrowing. But how long can that last? Today on the show, Katie Martin speaks with Ian ...

2 Dec 202521min

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