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.
Categories: News & Politics
Listen to the last episode:
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 understand why major numbers are in such constant conflict. Also, they go long Matcha and long data centres in space.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.
You can email Robert Armstrong and Katie Martin at unhedged@ft.com.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
Previous episodes
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277 - The triangle of confusionThu, 05 Feb 2026 - 0h
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276 - The next Fed chairTue, 03 Feb 2026 - 0h
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275 - The incredible shrinking dollarThu, 29 Jan 2026 - 0h
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274 - How does a gold rush end?Tue, 27 Jan 2026 - 0h
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273 - Taco FTWThu, 22 Jan 2026 - 0h
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272 - Trade wars, real wars and the marketsTue, 20 Jan 2026 - 0h
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271 - Introducing 'Business History': Young Warren BuffettFri, 16 Jan 2026 - 0h
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270 - Stock picking champs 2025Thu, 15 Jan 2026 - 0h
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269 - Showdown at the Federal ReserveTue, 13 Jan 2026 - 0h
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268 - Outlook 2026Thu, 08 Jan 2026 - 0h
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267 - Imperialism and the marketsTue, 06 Jan 2026 - 0h
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266 - From Behind the Money: Private equity’s push into JapanThu, 01 Jan 2026 - 0h
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265 - Quiz show!Tue, 30 Dec 2025 - 0h
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264 - From Against the Rules: Michael Burry SpeaksThu, 25 Dec 2025 - 0h
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263 - We take some questionsTue, 23 Dec 2025 - 0h
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262 - Three numbers that matterThu, 18 Dec 2025 - 0h
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261 - Gold, silver and cryptoTue, 16 Dec 2025 - 0h
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260 - Can 2026 match 2025?Thu, 11 Dec 2025 - 0h
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259 - Who gets to buy Warner Bros Discovery?Tue, 09 Dec 2025 - 0h
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258 - A satanic list of inflationary factorsThu, 04 Dec 2025 - 0h
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257 - Bonds vs budgetsTue, 02 Dec 2025 - 0h
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256 - What are the hedge funds shorting?Tue, 25 Nov 2025 - 0h
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255 - Nvidia's crazy dayThu, 20 Nov 2025 - 0h
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254 - Big deals in Big PharmaTue, 18 Nov 2025 - 0h
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253 - Is the K-shaped economy real?Thu, 13 Nov 2025 - 0h
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252 - Is the US an emerging market?Tue, 11 Nov 2025 - 0h
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251 - DIY dataThu, 06 Nov 2025 - 0h
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250 - Is Big Tech spending too much money?Tue, 04 Nov 2025 - 0h
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249 - Martin Wolf on the economics of populismThu, 30 Oct 2025 - 0h
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248 - The vigorous nods of BessentTue, 28 Oct 2025 - 0h
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247 - Will the US bail out Argentina?Thu, 23 Oct 2025 - 0h
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246 - Japan’s next moveTue, 21 Oct 2025 - 0h
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245 - Rare earth quakeThu, 16 Oct 2025 - 0h
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244 - UK Budget bluesTue, 14 Oct 2025 - 0h
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243 - AI peak is peak AIThu, 09 Oct 2025 - 0h
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242 - Introducing Untold: Toxic LegacyThu, 09 Oct 2025 - 0h
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241 - Gold now! Gold forever! Only gold! Gold! Gold!Tue, 07 Oct 2025 - 0h
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240 - AI, shutdowns and shadow banksThu, 02 Oct 2025 - 0h
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239 - The largest leveraged buyout in history?Tue, 30 Sep 2025 - 0h
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238 - Troubling signs in corporate debtThu, 25 Sep 2025 - 0h
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237 - Hedging the dollarTue, 23 Sep 2025 - 0h
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236 - Should companies report only twice a year?Thu, 18 Sep 2025 - 0h
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235 - Private equity’s public reckoningTue, 16 Sep 2025 - 0h
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234 - The mystery of the vanishing jobsThu, 11 Sep 2025 - 0h
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233 - Live from the FTWeekend Festival in LondonTue, 09 Sep 2025 - 0h
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232 - What’s a central bank supposed to do?Thu, 04 Sep 2025 - 0h
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231 - OK, DoomerTue, 02 Sep 2025 - 0h
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230 - The people’s chip manufacturerThu, 28 Aug 2025 - 0h
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229 - The Fed under attackTue, 26 Aug 2025 - 0h
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228 - The new pump and dumpsThu, 21 Aug 2025 - 0h
