Castuner

Unhedged

Financial Times

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.

Podcast website

Listen in your app

Episodes

357 episodes

  1. Bonds, inflation and the Fed. Plus, Nvidia in turmoil 22:05
  2. Nvidia shares down as Huang affair scandal deepens 18:50
  3. Taking stock of tumbling stocks 20:04
  4. What the historic heist of Binance means for crypto 19:35
  5. Why the slowdown in Wall Street deals? 19:44
  6. How much is Anthropic really worth? 22:22
  7. Breaking down the bond market 17:50
  8. UK bets on a boring budget 17:21
  9. The AI boom stumbles 22:56
  10. Mortgages, diesel and the US midterms 19:58
  11. Is France too blasé about borrowing costs? 21:57
  12. There is only one trade 20:22
  13. Hyperscale my debt! 20:19
  14. An ode to stock picking 19:22
  15. Bond bombshell 22:22
  16. Turkish dismay 17:28
  17. News alert: Fed acts normal 20:09
  18. Should markets discount the AI apocalypse? 21:38
  19. Oil, yen and egonomics 22:10
  20. Unhedged Live: How Katie was “right all along” 27:29
  21. Dear Brits, please save more 22:40
  22. Warsh and peace 21:53
  23. Canada says no thank you 22:51
  24. Bombing the bond market 22:58
  25. Heatwaves and waterways 17:24
  26. Does the market know anything about oil? 22:54
  27. Hot Stoxx summer 19:46
  28. Why the yen matters 21:54
  29. The Economics Show: China wanted western tech. Now, the tables have turned. 43:34
  30. The Story of Money: The trader who made $100mn from the 1929 crash — only to lose it all 56:46
  31. Is the Fed the referee or the best player? 25:43
  32. The return of monetarism? 13:25
  33. How JPMorgan won 18:57
  34. The forecast for prediction markets 18:15
  35. Should private credit be public? 21:20
  36. Everything is awesome … for banks 14:17
  37. The Fed’s silent treatment 21:56
  38. Software stocks got crushed. Did they have it coming? 20:28
  39. Halftime for the markets 22:49
  40. New UK prime minister, same bond market 20:52
  41. Tech shares zigzag 19:08
  42. How to surf turbulent markets 28:10
  43. Kevin Warsh’s first remarks 21:43
  44. Notes from the FT Global Bond Summit 20:08
  45. Can Trump make a deal with Iran? 24:44
  46. Why are investors so jumpy? 18:57
  47. Big energy getting bigger 22:18
  48. Could we interest you in $675bn in tech stocks? 21:36
  49. The chip and memory stock frenzy 24:18
  50. SpaceX nears lift-off 25:34