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

Episodes

Total: 153

The 10- and 30- year Treasury yields just hit their highest levels since 2007, sending prices down.

The markets tried denying that the Federal Reserve really would keep rates “higher for longer”. But

The US dollar has been on a tear, just reaching a six-month high. It might be a sign investors and t

Dumb Money, out this week, stars Seth Rogen, America Ferrera and several very tricky finance moves.

Hedge funds are piling into the basis trade — a bet on the difference between the price of Treasurie

Robyn Grew is the new CEO of the Man Group, which manages more than $150 billion over multiple hedge

As we recorded our show, Arm, the British chip designer, was finally going public in a much-watched

Inflation is hitting the US and the UK, but housing prices are going up in the US and down in the UK

Big win for Big Crypto

2023/9/7

Grayscale Investments manages funds of digital assets – cryptocurrency – for investors. They just wo

Summer’s nearly over, autumn is approaching, and the jobs numbers came in just right. So what are we

The central bankers of the world are just back from Jackson Hole, Wyoming, where they gathered to di

The press has been savaging Goldman Sachs CEO David Solomon. And only the Unhedged Podcast is brave

Hot new bad idea

2023/8/22

Zero-day options are now almost 50 percent of the options market. But what are they? And why would a

Disney’s Tragic Kingdom

2023/8/17

In an alternate corner of the multiverse, Disney is a family-friendly company that reliably puts out

China slows down

2023/8/15

China’s economy has been growing faster than almost any other for a generation, so a slowdown is unf

Icahn has problems?

2023/8/10

Carl Icahn is one of the most successful investors of all time, but his bet against the US economy h

Bonds started as a tool of the state, but quickly came to determine its fortunes. Today on the show,

Uber finally delivers

2023/8/3

After a decade, billions of dollars and almost five years on the public markets, Uber has at last tu

Bringing down inflation can cause massive recessions. But three indicators suggest that this time it

Joe Lewis, 86, is a billionaire. He made his money trading currency, among other things. And he like