Unhedged

Donald Trump’s first week in office has produced a barrage of policies and power moves. But which of them will happen? Today on the show, Katie Martin, Rob Armstrong, and Aiden Reiter try to figure out which announcements are real, and which of those will move markets. Also they short the peso and go long the enjoyment of watching the president and Elon Musk in the weirdest buddy movie of all time.  For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer [https://www.ft.com/unhedgedoffer]. You can email Robert Armstrong and Katie Martin at unhedged@ft.com [unhedged@ft.com]. Read a transcript of this episode on FT.com [https://www.ft.com/content/df65b3ad-c590-49d4-a0e9-ccb08791de31] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Each year the Financial Times hosts a stock-picking contest for its journalists and readers. Today on the show, Katie Martin and Rob Armstrong explain the logic behind their absolute bombs. And then to find out how it’s done, they speak with their colleague Kadhim Shubber, who won the contest last year. Also they go long Gail’s Bakery and short strategic ambiguity.   For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer [https://www.ft.com/unhedgedoffer]. You can email Robert Armstrong and Katie Martin at unhedged@ft.com [unhedged@ft.com]. Read a transcript of this episode on FT.com [https://www.ft.com/content/300aa6a3-bfa6-4b78-a986-caf26aac553a] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Reports of the demise of US inflation have been greatly exaggerated. Today on the show, Rob Armstrong and Aiden Reiter discuss the continuing high numbers and what the Fed might do about it this year. Also they go long Ohio State and short New Year’s resolutions.  For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer [https://www.ft.com/unhedgedoffer]. You can email Robert Armstrong and Katie Martin at unhedged@ft.com [unhedged@ft.com]. Read a transcript of this episode on FT.com [https://www.ft.com/content/05c73e9c-1cfd-4e13-99fe-be46316086e7] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

US bonds and UK gilts are tracking each other, and heading down. Today on the show, Rob Armstrong and Katie Martin try to figure out whether to blame chancellor Rachel Reeves, or the whole world. Also, Rob goes short pretentious editorials and Katie coins a new term, “Brovid”, to describe the mind virus causing a notable increase in edgelords.  For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer [https://www.ft.com/unhedgedoffer]. You can email Robert Armstrong and Katie Martin at unhedged@ft.com [unhedged@ft.com]. Read a transcript of this episode on FT.com [https://www.ft.com/content/24c48306-c545-4e11-86cd-ec83c476a741] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Corporate bankruptcies are on the rise. In recent months, Party City, Big Lots, Spirit Airlines, and other discount providers have declared bankruptcy. Today on the show, Rob Armstrong and Aiden Reiter try to figure out why, and what it means for the overall economy. Also they go long ceramics and long the Arctic.  For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer [https://www.ft.com/unhedgedoffer]. You can email Robert Armstrong and Katie Martin at unhedged@ft.com [unhedged@ft.com]. Read a transcript of this episode on FT.com [https://www.ft.com/content/e20654cb-f77d-4f55-9d61-ba1eede68761] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.