- #54 +9Wirtschaft
- #52beste Platzierung
- wöchentlichErscheinungsrhythmus
- 20 mintypische Länge
- 29. Okt.letzte Folge
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Guns and butter and credit
Economists often compare today’s era to the 1970s, when oil prices were high and inflation was looming. But there is something to learn from the 1960s, too. Today on the show, Rob Armstrong and Hakyung Kim discuss “guns and butter”, and the
How an energy crisis unfolds
World energy supplies have been disrupted by the Iran war. But how long will they take to return to normal after the war is over? Today on the show, Katie Martin and the FT’s energy editor Malcolm Moore game out global energy outcomes. Also
Is this social media's tobacco moment?
A jury in a Los Angeles court has found Meta and Google liable for $6m in damages in a civil suit alleging their social media products are designed to be addictive to children. It could pave the way for thousands of similar suits. Today on
The rout in UK and European bonds
The plunge in UK and European bonds has been expensive for hedge funds, whose bets have gone sideways. But it could be expensive for regular people too, at least according to Katie Martin and her guest, the FT’s senior markets correspondent
Why are markets listening to Trump?
When President Donald Trump talks, markets listen. But why? Today on the show, Katie Martin and Rob Armstrong try to figure out if the markets really are chasing the news and if that makes any sense whatsoever. Then they discuss gold’s stee
The Fed’s juggling act
The war has caused a spike in oil prices, which will pass costs through the economy. But if the economy is slowing, will there be enough inflation to send interest rates back up again? Today on the show, Katie Martin and Rob Armstrong disse
Are the markets right or wrong about Iran?
Oil is up, bombs are falling and investors are increasing their piles of cash. But the market isn’t far off its highs. Today on the show, Katie Martin and Rob Armstrong try to square the dismal news with the sanguine market. Also they go sh
Uncomfortable moments in private credit
There has been a steady trickle of bad news in private credit, and investors have been having a hard time getting their money out of funds. Today on the show, Katie Martin and Rob Armstrong are joined by the FT’s US private equity and deals
Wildest day for oil ever
Over the weekend, the price of oil had its biggest intraday swing on record, bouncing between $84 and $119 per barrel in just 23 hours. Today on the show, Rob Armstrong and Katie Martin survey the wreckage, and try to figure out if the pric
The case against stablecoins
The Genius Act allowed stablecoins to trade in the US as a legal form of currency. But can that really work? Today on the show, financial historian Brendan Greeley joins Katie Martin and Rob Armstrong to discuss if it makes sense to introdu
Energy prices up, markets down
The US attack on Iran has muddled expectations for the year, especially in energy markets. Today on the show, US energy editor Jamie Smyth joins Katie Martin and Rob Armstrong to talk about Tehran’s counterattacks on US allies including Kuw
What the actual tariff?
The Supreme Court just overturned President Donald Trump’s use of the emergency powers provision to impose tariffs. Now importers are suing for refunds, and the president has scrambled to leverage another old law to find a legal way to slow
The report that rattled Wall Street
On Monday, a report by Citrini Research appeared to rattle traders on Wall Street. Its thesis was that massive efficiency increases would lead to widespread job losses and a disastrous fall in consumption. Today on the show, Katie Martin an
How low can the dollar go?
World markets continue to be down on the dollar. Today on the show, Katie Martin and senior markets correspondent Ian Smith discuss how inflation, politics and trade are weighing on the once mighty greenback. Also, they go short curling and
Introducing 'Behind the Money': Can Wells Fargo make it in investment banking?
For more than 170 years, Wells Fargo built a reputation as an all-American Main Street lender. Now, it is charting a new path and pushing into investment banking, something that many other banks have tried and failed to do. The FT’s US bank
Is AI creating jobs?
Buried deep in the heart of this week’s US jobs report is a hint that companies may be increasing hiring to build all those AI data centres we keep hearing about. Also on the show, Rob Armstrong and Katie Martin parse what the report says a
What Takaichi's win means for global markets
Japan’s Prime Minister Sanae Takaichi and her Liberal Democratic Party dominated in a snap election on Sunday and the country’s stock market loved it. This week, the Nikkei 225 hit an all-time high. Today on the show, Hakyung Kim joins Kati
The triangle of confusion
Markets, data and sentiment are often looked to as indicators of the present and guides to the future. But these data points aren’t helping as much as they used to. Today on the show, Robert Armstrong, Hakyung Kim and John Foley try to unde
The next Fed chair
President Donald Trump announced his pick for the next Fed chair at the end of last week. It was Kevin Warsh, a former member of the Fed Board of Governors. Today on the show, Katie Martin and Rob Armstrong dissect Warsh’s previous statemen
The incredible shrinking dollar
Since the second inauguration of US President Donald Trump, the dollar has been in a slow but persistent decline. Today on the show, Katie Martin and Rob Armstrong try to figure out what is happening and if it will continue. Also they make
How does a gold rush end?
Gold and silver are both racing to record highs. But can it last? Today on the show, Katie Martin and Rob Armstrong talk about factors that might put the brakes on the frenzy. Also they go long the Melania Trump documentary and long the New
Taco FTW
The “Taco trade” proved profitable again this week as US President Donald Trump walked back his proposals for invading Greenland. ("Taco", of course, is the acronym for "Trump always chickens out".) Gone too are threatened tariffs on allies
Trade wars, real wars and the markets
As Donald Trump threatens a takeover of Greenland, Europe responds with military deployments, sending the markets into a low-key swivet. Today on the show, Rob Armstrong and Alphaville reporter Toby Nangle discuss what financial weapons the
Introducing 'Business History': Young Warren Buffett
We’re sharing a preview of another podcast we think you’ll enjoy, Business History. Former Planet Money hosts Jacob Goldstein and Robert Smith examine the surprising stories of businesses big and small, bringing to life the greatest innovat
Stock picking champs 2025
The results of the FT’s 2025 stock picking contest are in! Today on the show, Katie Martin, Rob Armstrong and the FT’s asset management reporter Alan Livsey take a look at the winning and losing ideas of 2025. Also they go short prediction
Showdown at the Federal Reserve
On Sunday night, Federal Reserve Chairman Jay Powell took the extraordinary step of issuing a video saying he is being threatened with a criminal indictment because the Fed failed to follow "the preferences of the President." Today on the s
Outlook 2026
Markets continue their sunny cruise, whistling along as the world is upended by nationalistic meddling in both corporations and other countries. Today on the show, Katie Martin and Rob Armstrong discuss the stunning resilience of the global
Imperialism and the markets
US President Donald Trump has attacked Venezuela and removed its leader. The markets remain nonchalant. Does that make sense? Today on the show, Rob Armstrong and Katie Martin speak with US Energy Editor Jamie Smyth about regime change, oil
From Behind the Money: Private equity’s push into Japan
Unhedged is on a break over the holidays, so we wanted to share an episode from our fellow FT podcast, Behind the Money. When international private equity groups first entered Japan at the turn of the 21st century, newspapers criticised the
Quiz show!
Katie Martin spent a restful 20 hours on a plane coming up with some devilishly hard questions for her colleagues, Rob Armstrong and John Foley. Today on the show, we find out who is the best at making wild guesses. Also, all three unveil t
