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Unhedged

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Unhedged

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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Recent Episodes of Unhedged


The cocoa boom

The cocoa boom

The price of cocoa has exploded. Over the past year, it’s up about 300 percent. Today on the show, Katie Martin and commodities reporter Susannah Savage try to figure out what’s behind the run-up in cocoa, olive oil and other staples. Also we go long gardening and short AI copying our voices. 


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


Ho...

Episode 21 May 2024 15m and 12s


Bridgewater’s new boss

Bridgewater’s new boss

Bridgewater Associates is one of the largest hedge funds in the world, and one of the most unusual. Its founder, Ray Dalio, has retired and moved on to other things, such as deep sea submarines. Can the new chief executive keep the group’s legendary returns going? Today on the show, reporter Ortenca Aliaj joins Rob Armstrong to discuss. Also we go long Walmart and short the troubled merger of Jennifer Lopez and Ben Affleck. 


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


You can ema...

Episode 16 May 2024 18m and 47s


GameStop again?

GameStop again?

‘Roaring Kitty’, aka Keith Gill, aka the GameStop memelord, leaned in again this week, sparking a massive rally in the retailer and its sidekick, AMC. FT correspondents Katie Martin and Rob Armstrong take stock of the mayhem and ask if it's a sign that the animal spirits are back. Also we short gruelling exams and go long utilities.  


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.c...

Episode 14 May 2024 16m and 55s


The fight for Paramount

The fight for Paramount

It's high noon for Paramount Studios, one of the most legendary names in Hollywood. In one corner, Wall Street and private equity. In the other corner, talented producer David Ellison, head of Skydance. OK, to be fair, he’s partnering with private equity, too. Today on the show, we break down the boss battle for Paramount with deals editor James Fontanella-Khan. Also we talk about sports.


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.


...

Episode 10 May 2024 19m and 28s


What’s next for Warren Buffett

What’s next for Warren Buffett

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 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.


Listeners, a small correction: A Shell-operated plant in...

Episode 7 May 2024 20m and 10s


Is Fed policy working?

Is Fed policy working?

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...

Episode 2 May 2024 18m and 28s


Why the US dollar is the world’s problem

Why the US dollar is the world’s problem

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...

Episode 30 April 2024 16m and 2s


Bonus: The fraudster's guide to magic money with Tim Harford

Bonus: The fraudster's guide to magic money with Tim Harford

The FT’s Rob Armstrong sits down with Tim Harford, host of the podcast Cautionary Tales, to discuss Ponzi schemes, how they spiral out of control and what differentiates them from bubbles — and from Amazon. Plus, we go long pyramid schemes and short, as usual, crypto. 


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

Check out Tim’s podcast, Cautionary Tales, and the full story on Sam Israel’s Ponzi scheme here.


Read a transcript of this episode on FT.com


Hoste...

Episode 26 April 2024 17m and 17s


The diamond market disrupted

The diamond market disrupted

Diamond output by the mining giant De Beers is down 23% this quarter. Demand is slowing as a bounce from the coronavirus pandemic wears off and synthetic diamonds eat into market share. Today on the show, we try to understand the market for diamonds. Also, we go short Charles Dickens in the theatre and short UK weather. 


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

...

Episode 25 April 2024 12m and 53s


Active changes to passive indices

Active changes to passive indices

When the S&P 500 finally let Tesla join the index a few years ago, its stock soared. Similarly, the fortunes of countries have changed when their debt and equities have been included on one index or another. Today on the show, we talk to FT contributor and former fund manager Toby Nangle about who runs these indexes, and if they should be regulated. Also we go long the FTSE 100 and short El Salvador’s debt cycle.  


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


You can...

Episode 23 April 2024 14m and 36s

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