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.

PodSkip has analyzed 16 episodes of Unhedged, averaging 1.3 ads per episode (3% of runtime).

Episodi

Canada says no thank you
Aug 27, 2026
Canada and the US reached an impasse over trade this week, as Canadian Prime Minister Mark Carney refused to meet the demands of US President Donald Trump. Today on the show, senior trade writer Alan…
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End credits/farewell to Pushkin production team
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Bombing the bond market
Aug 25, 2026
Last week Treasury secretary Scott Bessent directed his department to double its purchase of treasuries, in an attempt to bring down the yield. Of course, it backfired. Today on the show, Rob…
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FT Weekend Festival promo
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Heatwaves and waterways
Aug 20, 2026
With Europe’s record-breaking heat and droughts this summer, water levels in Germany's Rhine river have reached historic lows. Today on the show, Katie Martin talks with FT Frankfurt bureau chief…
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FT Weekend Festival promo
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Does the market know anything about oil?
Aug 18, 2026
US reserves are the lowest they have been for many decades. Today on the show, Katie Martin and the FT’s Energy Editor Malcolm Moore try to figure out why the market has remained calm and if it will…
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FT Weekend Festival promo
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Hot Stoxx summer
Aug 13, 2026
It’s been a hot summer, and not just in terms of weather. European and UK equities markets have matched US returns and are at record levels. Today on the show, Katie Martin talks with senior markets…
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End credits & newsletter promo
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Why the yen matters
Aug 11, 2026
Investors were surprised when they learned that the US was selling euros to prop up the yen. But was this support for an ally? Or worries about interest rates at home? Today on the show, Katie Martin…
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The Economics Show: China wanted western tech. Now, the tables have turned.
Aug 06, 2026
Today, we're bringing you an episode from another podcast in the FT stable: The Economics Show with Soumaya KeynesFor decades, China accelerated its industrial development through a straightforward…
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FT Unhedged cross-promo for The Economics Show, End credits
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The Story of Money: The trader who made $100mn from the 1929 crash — only to lose it all
Aug 04, 2026
Today, we're bringing you an episode from another podcast in the FT stable: The Story of Money.Jesse Livermore was a legendary trader who made and lost several fortunes in the early 20th century…
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Nuveen ad, Cross-promo for The Story of Money
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Is the Fed the referee or the best player?
Jul 30, 2026
The Fed held rates steady on Wednesday, and chair Kevin Warsh commented on the Federal Reserve’s future role in markets. Today on the show, Katie Martin and Rob Armstrong try to figure out if Warsh…
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FT Weekend Festival promo, End credits and newsletter promo
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The return of monetarism?
Jul 28, 2026
Former Federal Reserve member Stephen Miran and economist Nouriel Roubini just published a paper arguing that the US central bank should pay more attention to the supply of money. But will new Fed…
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How JPMorgan won
Jul 23, 2026
JPMorgan has become by far the biggest bank in the US and one of the largest in the world. But how did it do it? Today on the show, Rob Armstrong and US banking editor Joshua Franklin talk about the…
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End credits
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The forecast for prediction markets
Jul 21, 2026
Prediction markets can tell us what everyone thinks. They can also encourage breaking the law. Today on the show, Katie Martin and Rob Armstrong take the measure of a world where you can bet on…
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Mid-show break tease
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Should private credit be public?
Jul 16, 2026
Stocks offering access to private credit funds have taken off, and crashed, in recent years. Is this the fiery end to a bad idea or a golden chance to buy a piece of a good idea? Today on the show…
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Everything is awesome … for banks
Jul 14, 2026
Five US banks reported earnings this morning and they were all terrific. Today on the show, Lex editor John Foley joins Rob Armstrong to discuss the stunning results for banks and why it’s all part…
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The Fed’s silent treatment
Jul 09, 2026
The US-Iran conflict is back on, inflation is sticky and US interest rates are steady — for now, anyway. Today on the show, Katie Martin and Rob Armstrong discuss the quieter Fed under new chair…
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End credits & subscription promo
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Software stocks got crushed. Did they have it coming?
Jul 07, 2026
The index of big US software groups has fallen by about 20 percent over the past year, as investors worry that AI will make software businesses obsolete. Today on the show, Rob Armstrong and Katie…
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End credits
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Halftime for the markets
Jul 02, 2026
We’re halfway through the year and the markets are thriving but look different than they did six months ago. The Magnificent Seven are struggling, while chip makers are soaring. Inflation is up but…
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New UK prime minister, same bond market
Jun 30, 2026
The UK is changing leadership. Again. But what will this mean for the economy and for Britain’s debt market? Today on the show, Rob Armstrong speaks with senior markets correspondent Ian Smith about…
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Tech shares zigzag
Jun 25, 2026
Tech stocks went into a swivet early this week, with a variety of big names moving sharply in different directions. Today on the show, Katie Martin and Rob Armstrong try to figure out what caused the…
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How to surf turbulent markets
Jun 23, 2026
The AI boom is tossing equities around like tiny boats. Today on the show, Katie Martin and Rob Armstrong ask investor Ruchir Sharma how to ride it all out. Sharma is the chair of Rockefeller…
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Kevin Warsh’s first remarks
Jun 18, 2026
Kevin Warsh delivered his first comments on Wednesday as the new chair of the Federal Reserve. Investors were listening … and the market dropped. Today on the show, Katie Martin and Rob Armstrong…
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Notes from the FT Global Bond Summit
Jun 16, 2026
Each year the FT Global Bond Summit brings traders, bankers, central bankers and politicians to London to discuss the state and future of debt. Today on the show, Rob Armstrong talks with Katie…
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Can Trump make a deal with Iran?
Jun 11, 2026
Right now the only thing flowing through the Strait of Hormuz is a caravan of broken promises and fake cease fires. Today on the show, Middle East editor Andrew England joins Katie Martin and Rob…
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Why are investors so jumpy?
Jun 09, 2026
The market plunged on Friday after a positive jobs report and then rebounded on Monday. Today on the show, Rob Armstrong and reporter Daire MacFadden ask why investors seem so jumpy. Also they go…
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Big energy getting bigger
Jun 04, 2026
Atlantic coast power companies NextEra and Dominion have announced plans to merge, possibly creating a $420bn energy giant along much of the east coast. Is this a good idea? Today on the show, Robert…
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Could we interest you in $675bn in tech stocks?
Jun 02, 2026
An estimated $675bn in new equity is hitting the market in the next few weeks. And yes, it is all tech-related. Today on the show, Katie Martin and Rob Armstrong ask why so many companies are selling…
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The chip and memory stock frenzy
May 28, 2026
Are chip and memory stocks in a bubble? Or just rationally riding an ever-increasing demand for AI infrastructure? Today on the show, Rob Armstrong and Katie Martin unpack the rally in chip and…
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SpaceX nears lift-off
May 26, 2026
SpaceX is set to be the largest listing of all time. But it might not be just the launch of a new publicly traded stock. It might be a reorganisation of how indexes treat new entrants. Today on the…
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The oil reserves dwindle
May 21, 2026
As the Iran war hits three months, oil and gas reserves are running out. Today on the show, Katie Martin speaks with the FT’s energy editor Malcolm Moore about what happens when the world’s energy…
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Luxury during wartime
May 19, 2026
Luxury goods are both an indulgence and a store of value. And those uses are completely different. Today on the show, Rob Armstrong talks with Katie Martin about his trip to the FT Business of Luxury…
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