Unhedged

De: Financial Times & Pushkin Industries
  • Resumen

  • 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.

    Financial Times
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Episodios
  • What does CoreWeave’s IPO say about the market?
    Mar 27 2025

    CoreWeave’s IPO is one of the odder tech plays to come along in a few years. It buys chips from Nvidia, and rents them out, mainly to Microsoft, but also to Nvidia. Today on the show, Rob Armstrong gets into the cloud computing company's business with Lex editor John Foley and the FT’s corporate finance editor Rob Smith. Also they go long Ferraris and short car tariffs.


    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.

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    25 m
  • Can Trump drive down bond yields?
    Mar 25 2025

    President Donald Trump has been clear he wants lower interest rates. Cheaper money would goose the market and give the government room to spend. But interest rates haven’t exactly been co-operating. Today on the show, Katie Martin, Rob Armstrong and Aiden Reiter discuss plans to move the needle on long-term bonds, from the stalled “Mar-a-Lago Accord” to Treasury secretary Scott Bessent’s embrace of shorter-duration bonds. Also they go long the price of oil and short the 10-year Treasury bond.


    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.

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    24 m
  • Dour Fed, cheery market
    Mar 20 2025

    On Wednesday Federal Reserve chair Jay Powell announced that US interest rates would remain unchanged. But the monetary policy committee is clearly worried that tariffs might slow growth and increase inflation. Today on the show, Rob Armstrong, Katie Martin and Aiden Reiter try to figure out why markets weren't worried by what they heard from the Fed. Also they go long Twitter (X… whatever) and short Tesla.


    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.

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    23 m

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