Home

Unhedged

Katie Martin, Robert Armstrong and other markets nerds at the Financial Times explain the big ideas

Episodes

Total: 152

Diamond output by the mining giant De Beers is down 23% this quarter. Demand is slowing as a bounce

When the S&P 500 finally let Tesla join the index a few years ago, its stock soared. Similarly,

While we’ve been watching Nvidia and other sparkly tech stocks, oil has been sneaking up to touch $9

Last year, Katie and Ethan made a bet about when the Fed would cut interest rates. Today, as the fir

Shopify vs Amazon

2024/4/11

Shopify was an online darling during the pandemic but has faced challenges since then. However, it h

Private credit is booming, nearing $2tn in assets globally. Most of that debt is being traded out of

In the last months, the stock market has been a joyride, but not for two of the biggest names in tec

Today on the show, we’re taking the long view, the very long view. Our guest isPeter Oppenheimer, th

Reddit has never had a profitable year. And yet its IPO this week saw its shares skyrocket on the fi

The major stock index in the UK, the FTSE 100, includes some of the biggest and most profitable mult

FT correspondent Josh Oliver spent years covering crypto and the legal troubles of Sam Bankman-Fried

Listener Questions

2024/3/19

You asked, we answered. Today on the show, we team up with our sibling podcast, Behind the Money, an

This week's US inflation numbers came in and they’ve remained higher for longer than many expected,

Factor investing came out of academic work in the 1990s, and offered a way to pick stocks without re

Market watchers have wondered for years about what really goes on inside trading firms like Citadel

Rates are up and so are the markets, baffling the bears. Today on the show, FT correspondents Ethan

Is ESG over?

2024/2/29

ESG investing has been a dominant topic in finance for the past few years. But ESG seems to be takin

In the last few weeks, markets have hit highs in the US, Europe, and Japan. Today on the show, we tr

WeWork rework

2024/2/22

WeWork, the co-working company founded by Adam Neumann, collapsed in bankruptcy last year. And since

Of course we all know that passive investing delivers superior returns. But what if everyone is inve