Unhedged

Unhedged

Podcast by Financial Times & Pushkin Industries

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About Unhedged

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.

All episodes

221 episodes
episode The Little Railroad Merger That Could artwork
The Little Railroad Merger That Could

On Tuesday, the American railroad giant Union Pacific announced its intention to buy Norfolk Southern, promising to fulfill Abraham Lincoln’s dream of a transcontinental railroad. Today on the show, the FT’s deals correspondent Oliver Barnes joins Rob Armstrong to talk about whether President Donald Trump will make or break the deal. Also, we go short cafe cars and long shorts in the office.  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/604887c5-c200-4282-b62d-bd605b53b26f] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

31. jul. 2025 - 21 min
episode The EU folds on tariffs artwork
The EU folds on tariffs

Experts agree: When it comes to tariffs, Europe just got trounced. So did the American consumer, who will pay these taxes. Today on the show, Rob Armstrong and Ben Hall, the FT’s Europe editor, discuss the terms of the deal, and why Europe didn’t retaliate. Also they go long US oil production and short the long-term health of American manufacturing.  Sign up for the FT Weekend Festival at ft.com/festival [http://ft.com/festival] and use the promo code “FTPodcasts” for 10 per cent off.  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/3b6c01b5-0e34-48e6-9b03-6246a4f4826d] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

29. jul. 2025 - 17 min
episode Is M&A turning around? artwork
Is M&A turning around?

When Republicans won the White House and both houses of Congress last fall, mergers and acquisitions bankers celebrated. But when President Donald Trump took office, M&A stagnated. Today on the show, the FT’s Wall Street editor Sujeet Indap tells Aiden Reiter why that may be changing, with big deals pending on everything from railroads to media conglomerates. Also, they go long Scottie Scheffler and short Japan. Sign up for the FT Weekend Festival at ft.com/festival [http://ft.com/festival] and use the promo code “FTPodcasts” for 10 per cent off.  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/37d46df3-084b-4e75-83df-2b403ad6d986] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

24. jul. 2025 - 18 min
episode Robotaxis, tech earnings and 24-hour trading artwork
Robotaxis, tech earnings and 24-hour trading

Today on the show, Aiden Reiter talks with Lex editor John Foley about three things to watch this summer: 24-hour trading, tech earnings and Tesla’s new approach to robotaxis. Also, they go short Bank Holidays, and long properly measuring GDP.  For more on 24-hour trading, check out Jennifer Hughes’ guest appearance on the FT’s Behind the Money podcast. Link [https://www.ft.com/content/08943c15-e892-4f2a-b8e5-de7f81e49806] here. Sign up for the FT Weekend Festival at ft.com/festival [http://ft.com/festival] and use the promo code “FTPodcasts” for 10 per cent off.  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/e42447e6-cb0a-49ee-941e-323236d29a55] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

22. jul. 2025 - 19 min
episode Is Nvidia really worth $4tn? artwork
Is Nvidia really worth $4tn?

Nvidia is now the most valuable company in America, as AI seems to power an unstoppable market. Today on the show, Katie Martin and Aiden Reiter ask if it reminds anyone of the dotcom bubble. Also they go long snow globes and long stone fruit.  Sign up for the FT Weekend Festival at ft.com/festival [http://ft.com/festival] and use the promo code “FTPodcasts” for 10 per cent off.  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/ea047409-b98b-4efa-83d6-c6a87363cee2] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

17. jul. 2025 - 18 min
En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.
En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.
Rigtig god tjeneste med gode eksklusive podcasts og derudover et kæmpe udvalg af podcasts og lydbøger. Kan varmt anbefales, om ikke andet så udelukkende pga Dårligdommerne, Klovn podcast, Hakkedrengene og Han duo 😁 👍
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