Unhedged
Financial Times
Beschreibung
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.
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Episodenübersicht
Breaking down the bond market
22.10.2026
Government bonds keep the lights on for countries all over the world and set the cost of money for everyone from the US to your mortgage lender. But even as bonds experience a rocky year, the public seems unaware and experts can’t quite explain what’s going on. The FT’s Robin Wigglesworth, author of A Fabulous Debt and host of The Story of Money podcast, tells Katie Martin why he thinks bonds are hard to understand and whether we’re approaching a slow-rolling crisis. Plus, Robin goes long witches, and Katie shorts superyachts.Subscribe to The Story of Money podcast on YouTube, Apple Podcasts, or Spotify.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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UK bets on a boring budget
20.10.2026
Britain’s chancellor of the exchequer John Healey will deliver his annual budget on October 28. And with the UK facing the highest borrowing costs in the G7, the spending item he will be most keen to get under control will be the government’s interest payments bill. The FT’s economics commentator Chris Giles tells Katie Martin why dull is good when it comes to public finances.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.
The AI boom stumbles
15.10.2026
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 sense a great disturbance in the Force. But if the bubble really is about to burst, where can investors run for shelter? Plus, Rob shorts the letter K, and Katie shorts protein recycling.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.