Unhedged  By  cover art

Unhedged

By: Financial Times & Pushkin Industries
  • Summary

  • 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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Episodes
  • What’s next for Warren Buffett
    May 7 2024

    The annual meeting of Berkshire Hathaway this past weekend was a celebration of Warren Buffett’s unparalleled record and his legendary charm. Today on the show, FT correspondents Katie Martin and Robert Armstrong talk about recent investments in energy stocks, Apple and the ultimate question: succession. Also, we invent a new festival – TrackerFest – and short Shell’s climate credit shenanigans.


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Katie Martin at katie.martin@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 mins
  • Is Fed policy working?
    May 2 2024

    The Federal Reserve this week chose to hold interest rates unchanged. But inflation still continues to outpace its 2 per cent target. Today on the show, capital markets correspondent Kate Duguid joins us to ask if the US central bank is making the wrong decisions, and what options they have. Also, we short Starbucks and dissect Ray Dalio's bet on civil war.


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Katie Martin at katie.martin@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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    18 mins
  • Why the US dollar is the world’s problem
    Apr 30 2024

    The American economy is strong — and the dollar is extremely expensive. Today on the show, we talk about how the strong dollar affects the rest of the world, pressuring importers, benefitting manufacturers, and causing capital to flow into the United States. Also we go long McDonald’s and long the British pub.


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


    You can email Katie Martin at katie.martin@ft.com.


    Read a transcript of this episode on FT.com


    Hosted on Acast. See acast.com/privacy for more information.

    Show more Show less
    16 mins

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