The AI boom stumbles
Oct 15, 2026
Tech stocks and bonds took a kicking on Thursday, adding urgency to a question investors have been asking themselves for months now: is the AI boom about to go splat? Katie Martin and Rob Armstrong…
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 24 episodes of Unhedged, averaging 1.5 ads per episode (3% of runtime).
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Mortgages, diesel and the US midterms
Oct 13, 2026
US consumers are still in love with buying things, buoyed by stock markets that are near all-time highs. But could sky-high mortgages and diesel prices spoil their shopping spree? And if the strains…
Is France too blasé about borrowing costs?
Oct 08, 2026
France’s borrowing costs are skyrocketing. And its leading candidates for next April’s presidential elections - on both extremes of the political spectrum - seem alarmingly unalarmed. All of this…
There is only one trade
Oct 06, 2026
It’s starting to look like every market is becoming a one-trick pony. Since the summer, stock markets would have been down – were it not for the Big Tech companies galloping ahead on the back of AI…
Hyperscale my debt!
Oct 01, 2026
While most people are distracted by the latest blow-up in US Treasuries, our hosts Katie Martin and Rob Armstrong lift the lid on a less watched corner of the debt markets. The world’s hyperscalers –…
An ode to stock picking
Sep 29, 2026
Over the summer, the FT held a revamped version of its stock picking game – think fantasy football for the global equity markets. Some 13,000 people took part – a shocking number considering how…
Bond bombshell
Sep 24, 2026
Global bond yields took a big leg up on Wednesday, with the US 10-year Treasury now well north of 5 per cent. Could further rises trip up a heavily indebted government? Or perhaps an overleveraged…
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Turkish dismay
Sep 22, 2026
Investment funds boast triple-digit returns. Retail investors enthusiastically pile in. Then – surprise! – they turn out to be scams… and implode. The story that played out in Istanbul last week may…
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News alert: Fed acts normal
Sep 17, 2026
In response to persistently above-target inflation, the Federal Reserve raised interest rates a quarter-point this week. Typically, this would not merit a full podcast. But in our current world –…
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Should markets discount the AI apocalypse?
Sep 15, 2026
When the Terminator robots come for us all, will there be anywhere safe to run? Certainly not the US Treasury market, where the 10-year yield just broke the totemic 5% level. It’s a sobering thought…
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Oil, yen and egonomics
Sep 10, 2026
US Treasury secretary Scott Bessent cowed currency traders this week by claiming anyone shorting the yen was betting against “the house”. But he has failed to will US government borrowing costs…
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Unhedged Live: How Katie was “right all along”
Sep 08, 2026
Katie called it – so she claims. There are signs that foreign investors may be losing trust in US assets. This has been the source of a running debate between the hosts Katie Martin and Rob Armstrong…
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Dear Brits, please save more
Sep 03, 2026
Britain has a problem. Almost half of the country’s working age adults are not saving into a pension at all. So if you know somebody who isn’t thinking enough about their future retirement, it may be…
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Warsh and peace
Sep 01, 2026
Fed chair Kevin Warsh used his speech at the annual Jackson Hole gathering of central bankers to tell bond markets he was serious about keeping a lid on inflation and everyone should calm down. Bond…
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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…
End credits/farewell to Pushkin production team
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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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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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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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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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…
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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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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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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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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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…
Mid-show break tease
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…
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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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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