All episodes

The show, episode by episode
Unhedged
Financial Times & Pushkin Industries
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. Hosted on Acast. See acast.com/privacy for more information.
325 episodes tracked Similar shows

The Economics Show: China wanted western tech. Now, the tables have turned.
Unhedged · 43m

The Story of Money: The trader who made $100mn from the 1929 crash — only to lose it all
Unhedged · 56m

Is the Fed the referee or the best player?
Unhedged · 25m

The return of monetarism?
Unhedged · 13m

How JPMorgan won
Unhedged · 18m

The forecast for prediction markets
Unhedged · 18m

Should private credit be public?
Unhedged · 21m

Everything is awesome … for banks
Unhedged · 14m

The Fed’s silent treatment
Unhedged · 21m

Software stocks got crushed. Did they have it coming?
Unhedged · 20m

Halftime for the markets
Unhedged · 22m

New UK prime minister, same bond market
Unhedged · 20m

Tech shares zigzag
Unhedged · 19m

How to surf turbulent markets
Unhedged · 28m

Kevin Warsh’s first remarks
Unhedged · 21m

Notes from the FT Global Bond Summit
Unhedged · 20m

Can Trump make a deal with Iran?
Unhedged · 24m

Why are investors so jumpy?
Unhedged · 18m

Big energy getting bigger
Unhedged · 22m

Could we interest you in $675bn in tech stocks?
Unhedged · 21m

The chip and memory stock frenzy
Unhedged · 24m

SpaceX nears lift-off
Unhedged · 25m

The oil reserves dwindle
Unhedged · 22m

Luxury during wartime
Unhedged · 25m

What’s bothering bonds?
Unhedged · 24m

Can GameStop buy eBay?
Unhedged · 21m

The Buy America trade
Unhedged · 23m

Are AI stocks the new railroad bonds?
Unhedged · 18m

The Fed holds steady
Unhedged · 22m

Gloom and boom
Unhedged · 23m

China Shock 2.0
Unhedged · 23m

Trading disruption
Unhedged · 23m

Boing! Springtime for the markets
Unhedged · 21m

Space ecstasy
Unhedged · 23m

What has changed?
Unhedged · 20m

Guns and butter and credit
Unhedged · 15m

How an energy crisis unfolds
Unhedged · 16m

Is this social media's tobacco moment?
Unhedged · 20m

The rout in UK and European bonds
Unhedged · 20m

Why are markets listening to Trump?
Unhedged · 22m

The Fed’s juggling act
Unhedged · 19m

Are the markets right or wrong about Iran?
Unhedged · 21m

Uncomfortable moments in private credit
Unhedged · 21m

Wildest day for oil ever
Unhedged · 21m

The case against stablecoins
Unhedged · 26m

Energy prices up, markets down
Unhedged · 26m

What the actual tariff?
Unhedged · 21m

The report that rattled Wall Street
Unhedged · 19m

How low can the dollar go?
Unhedged · 20m

Introducing 'Behind the Money': Can Wells Fargo make it in investment banking?
Unhedged · 20m

Is AI creating jobs?
Unhedged · 22m

What Takaichi's win means for global markets
Unhedged · 21m

The triangle of confusion
Unhedged · 24m

The next Fed chair
Unhedged · 22m

The incredible shrinking dollar
Unhedged · 24m

How does a gold rush end?
Unhedged · 24m

Taco FTW
Unhedged · 19m

Trade wars, real wars and the markets
Unhedged · 22m

Introducing 'Business History': Young Warren Buffett
Unhedged · 44m

Stock picking champs 2025
Unhedged · 22m

Showdown at the Federal Reserve
Unhedged · 25m

Outlook 2026
Unhedged · 24m

Imperialism and the markets
Unhedged · 20m

From Behind the Money: Private equity’s push into Japan
Unhedged · 22m

Quiz show!
Unhedged · 29m

From Against the Rules: Michael Burry Speaks
Unhedged · 37m

We take some questions
Unhedged · 24m

Three numbers that matter
Unhedged · 17m

Gold, silver and crypto
Unhedged · 22m

Can 2026 match 2025?
Unhedged · 37m

Who gets to buy Warner Bros Discovery?
Unhedged · 21m

A satanic list of inflationary factors
Unhedged · 30m

Bonds vs budgets
Unhedged · 21m

What are the hedge funds shorting?
Unhedged · 22m

Nvidia's crazy day
Unhedged · 23m

Big deals in Big Pharma
Unhedged · 20m

Is the K-shaped economy real?
Unhedged · 23m

Is the US an emerging market?
Unhedged · 38m

DIY data
Unhedged · 24m

Is Big Tech spending too much money?
Unhedged · 23m

Martin Wolf on the economics of populism
Unhedged · 24m

The vigorous nods of Bessent
Unhedged · 23m

Will the US bail out Argentina?
Unhedged · 21m

Japan’s next move
Unhedged · 21m

Rare earth quake
Unhedged · 17m

UK Budget blues
Unhedged · 20m

AI peak is peak AI
Unhedged · 21m

Gold now! Gold forever! Only gold! Gold! Gold!
Unhedged · 19m

AI, shutdowns and shadow banks
Unhedged · 22m

The largest leveraged buyout in history?
Unhedged · 20m

Troubling signs in corporate debt
Unhedged · 23m

Hedging the dollar
Unhedged · 23m

Should companies report only twice a year?
Unhedged · 22m

Private equity’s public reckoning
Unhedged · 23m

The mystery of the vanishing jobs
Unhedged · 20m

Live from the FTWeekend Festival in London
Unhedged · 39m

What’s a central bank supposed to do?
Unhedged · 29m

OK, Doomer
Unhedged · 21m

The people’s chip manufacturer
Unhedged · 19m

The Fed under attack
Unhedged · 20m

The new pump and dumps
Unhedged · 23m

Is the market too concentrated?
Unhedged · 20m

Will markets ever care about anything?
Unhedged · 26m

Lies, damn lies and statistics
Unhedged · 21m

Swamp Notes: Trump’s case against Fed chair Powell
Unhedged · 21m

The Economics Show: Trump is accelerating the dollar’s decline
Unhedged · 31m

The Little Railroad Merger That Could
Unhedged · 21m

The EU folds on tariffs
Unhedged · 17m

Is M&A turning around?
Unhedged · 18m

Robotaxis, tech earnings and 24-hour trading
Unhedged · 19m

Is Nvidia really worth $4tn?
Unhedged · 18m

Heinz, Kraft and Warren Buffett
Unhedged · 20m

The secret giant of finance
Unhedged · 22m

Three surprises that might spook the markets
Unhedged · 22m

The dilapidated dollar
Unhedged · 22m

Building a big beautiful Europe
Unhedged · 24m

Can anything stop the US economy?
Unhedged · 23m

Who wants to be a Fed chair?
Unhedged · 22m

Behind the Money: Inside Moët Hennessy’s crisis
Unhedged · 23m

What the Israel-Iran war means for markets
Unhedged · 21m

What makes Tesla run?
Unhedged · 19m

Welcome to the ‘Hotel Crypto’
Unhedged · 28m

Walmart’s very good year
Unhedged · 18m

Stock market party but why?
Unhedged · 23m

The nasty Taco question
Unhedged · 21m

The ‘big beautiful’ budget vs the bond market
Unhedged · 22m

When Spacs attack
Unhedged · 16m

The microcap explosion
Unhedged · 22m

The UK’s trade deal
Unhedged · 21m

Not-so-bad news is the new good news
Unhedged · 22m

Berkshire after Buffett
Unhedged · 24m

Will the real money pivot to Europe?
Unhedged · 18m

GDP goes negative
Unhedged · 23m

Bad shipping news
Unhedged · 21m

Wall Street vs the White House
Unhedged · 23m

Sell America?
Unhedged · 31m

Nvidia’s bad day
Unhedged · 21m

Will China back down?
Unhedged · 19m

The real cost of a trade war
Unhedged · 21m

Surveying the wreckage
Unhedged · 22m

Tariffs up. Markets down
Unhedged · 23m

Vibes vs data
Unhedged · 24m

What does CoreWeave’s IPO say about the market?
Unhedged · 24m

Can Trump drive down bond yields?
Unhedged · 23m

Dour Fed, cheery market
Unhedged · 23m

How will Europe pay for its new weapons?
Unhedged · 31m

Make America Gyrate Again
Unhedged · 28m

The case for China
Unhedged · 21m

Trump dump?
Unhedged · 22m

Can the Fed stay independent?
Unhedged · 21m

The beatings will continue until markets improve
Unhedged · 17m

Vibrational movements in the market
Unhedged · 21m

Is the IPO market broken?
Unhedged · 22m

Pros and cons of a US sovereign wealth fund
Unhedged · 20m

The other side of trade
Unhedged · 25m

Why is gold buggin’?
Unhedged · 24m

Will Trump’s tariffs make Europe great again?
Unhedged · 19m

What’s next for Trump’s tariffs?
Unhedged · 21m

Picking stocks for 2025
Unhedged · 24m

DeepSeek, AI and the markets
Unhedged · 23m

Decoding Trumponomics
Unhedged · 24m

Our 2024 stock picks
Unhedged · 21m

Will US inflation ever go below 3%?
Unhedged · 16m

What are UK bonds thinking?
Unhedged · 19m

Why so many bankruptcies?
Unhedged · 18m

The year ahead: tariffs, taxes and Trump
Unhedged · 21m

The listeners have questions
Unhedged · 23m

The Bitcoin National Strategic wha?
Unhedged · 19m

Rate drop, market drop
Unhedged · 19m

Will IPOs ever come back?
Unhedged · 22m

Is M&A back?
Unhedged · 22m

Geopolitics? What geopolitics?
Unhedged · 20m

What can Trump do about the price of oil?
Unhedged · 21m

Are US stocks too expensive?
Unhedged · 20m

Best of: the world’s greatest stocks
Unhedged · 22m

How inflationary are tariffs, really?
Unhedged · 14m

Looking at 2025
Unhedged · 25m

Disinflation, demographics, Doge
Unhedged · 20m

Live from Kilkenomics: anger and economics
Unhedged · 28m

Live from Kilkenomics: financial mistakes
Unhedged · 25m

The Trump economy. How big? How beautiful?
Unhedged · 29m

Do the markets even care about the US election?
Unhedged · 19m

Magnificent 7 report
Unhedged · 21m

Can Boeing come back?
Unhedged · 19m

What do bond markets know about the election?
Unhedged · 22m

The titans of Wall Street
Unhedged · 21m

The $2tn man
Unhedged · 21m

Are emerging markets back?
Unhedged · 19m

Novo Nordisk, Eli Lilly and the GLP-1 economy
Unhedged · 20m

Markets send mixed signals
Unhedged · 20m

Markets and the Middle East
Unhedged · 16m

Is the China stimulus package enough?
Unhedged · 16m

Immigration and unemployment
Unhedged · 19m

The case for small and mid caps
Unhedged · 22m

Federal Reserve puts on enormous party hat
Unhedged · 18m

What is Apollo, anyway?
Unhedged · 22m

How Ireland got too much money
Unhedged · 21m

The Fed: will it be 25 or 50?
Unhedged · 20m

How to fix the housing market
Unhedged · 23m

Boring but sexy (stocks)
Unhedged · 18m

The ethics of investing for dictators
Unhedged · 23m

The gold rally
Unhedged · 21m

What will Jay Powell say at Jackson Hole?
Unhedged · 18m

Markets resume previously scheduled exuberance
Unhedged · 19m

The world’s greatest stocks
Unhedged · 22m

30 years of bond investment
Unhedged · 24m

What’s up with Bill Ackman?
Unhedged · 20m

Anatomy of a rout
Unhedged · 20m

The case for Tesla
Unhedged · 16m

Why Wall Street picked Kamala Harris
Unhedged · 20m

How to manipulate the US dollar
Unhedged · 20m

The Trump trade
Unhedged · 22m

Will a major revision of listing rules in the UK work?
Unhedged · 19m

Investing in green tech
Unhedged · 17m

Paramount, Skydance and the streaming wars
Unhedged · 19m

What elections in France and the UK mean for markets
Unhedged · 23m

Can Morgan Stanley's CEO build a better bank?
Unhedged · 16m

Are we all protectionists now?
Unhedged · 22m

Distressed IPOs
Unhedged · 18m

Elon Musk’s big payday
Unhedged · 19m

Central bankers do nothing. Markets respond
Unhedged · 17m

Trade like a bot
Unhedged · 19m

The gamma squeeze
Unhedged · 16m

What elections mean for markets this year
Unhedged · 21m

The billionaires’ tax
Unhedged · 21m

Who killed Red Lobster?
Unhedged · 19m

Where’s the commercial property meltdown?
Unhedged · 18m

The cocoa boom
Unhedged · 15m

Bridgewater’s new boss
Unhedged · 18m

GameStop again?
Unhedged · 16m

The fight for Paramount
Unhedged · 19m

What’s next for Warren Buffett
Unhedged · 20m

Is Fed policy working?
Unhedged · 18m

Why the US dollar is the world’s problem
Unhedged · 16m

Bonus: The fraudster's guide to magic money with Tim Harford
Unhedged · 17m

The diamond market disrupted
Unhedged · 12m

Active changes to passive indices
Unhedged · 14m

How oil got to $90 a barrel
Unhedged · 18m

High interest rate anxiety
Unhedged · 14m

Shopify vs Amazon
Unhedged · 14m

Should we worry about private credit?
Unhedged · 19m

Rethinking Tesla and Apple
Unhedged · 15m

Navigating the next super cycle
Unhedged · 21m

Wall Street bets on Reddit
Unhedged · 17m

The great British bargain show
Unhedged · 19m

Inside the crypto hype machine
Unhedged · 18m

Listener Questions
Unhedged · 19m

Can the US stock market stand 3% US inflation?
Unhedged · 19m

Does factor investing still work?
Unhedged · 18m

Inside the traders’ black box
Unhedged · 17m

Learning to love the boom
Unhedged · 19m

Is ESG over?
Unhedged · 21m

Three markets, three highs
Unhedged · 19m

WeWork rework
Unhedged · 18m

Active investors! Assemble
Unhedged · 17m

The dilemma of the supercompany
Unhedged · 16m

Are dividends back?
Unhedged · 17m

How not to pick stocks
Unhedged · 18m

High-yield bond bonanza
Unhedged · 15m

Will commercial real estate hurt regional banks?
Unhedged · 16m

Can China rebound in 2024?
Unhedged · 18m

Boardroom games
Unhedged · 15m

Two stock markets, two takes
Unhedged · 13m

Is America overpriced?
Unhedged · 15m

Cash Rethink Energises Asset Markets
Unhedged · 12m

Today's inflation numbers
Unhedged · 18m

Tech stock winners
Unhedged · 19m

Cool markets, hot takes
Unhedged · 19m

The year ahead, according to AI, and humans
Unhedged · 19m

The Unhedged Awards
Unhedged · 20m

Markets gone wild
Unhedged · 18m

Thirty-seven years of wisdom
Unhedged · 15m

Central bank lookahead
Unhedged · 17m

The return of crypto
Unhedged · 14m

Introducing Hot Money: The New Narcos
Unhedged · 30m

Gold just set a record. Why?
Unhedged · 18m

Down the liquidity hole
Unhedged · 17m

Have rates peaked?
Unhedged · 17m

What the London Stock Exchange really trades
Unhedged · 17m

The zombie companies
Unhedged · 15m

What does Walmart know?
Unhedged · 16m

Big Tech roundup: Tesla, Nvidia, Apple and more
Unhedged · 19m

A drastic solution to exploding US government debt
Unhedged · 14m

Pub quiz showdown: Alphaville vs Unhedged
Unhedged · 26m

Sam Bankman-Fried takes the stand
Unhedged · 19m

Why so down, S&P 500?
Unhedged · 19m

A massive GDP number
Unhedged · 13m

Is China a bargain right now?
Unhedged · 18m

FTX trial update
Unhedged · 21m

Japan’s new direction
Unhedged · 16m

Public problems for private equity
Unhedged · 16m

Three markets we’re watching
Unhedged · 17m

The Biden scorecard
Unhedged · 18m

The increasingly odd bond market
Unhedged · 18m

How high, and for how long?
Unhedged · 16m

The strong US dollar gets stronger
Unhedged · 13m

Well, actually: Our ‘Dumb Money’ movie review
Unhedged · 21m

Basis trade freakout (low key)
Unhedged · 15m

Bonus Interview: Robyn Grew, Man Group CEO
Unhedged · 37m

Three IPOs test the market
Unhedged · 16m
Showing the 300 most recent of 325 tracked episodes.
One buzzing episode in your inbox every morning. Free.
One email a day, unsubscribe anytime. No spam, ever.