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Unhedged: a new markets podcast from the FT
The popular FT newsletter Unhedged is spinning off a podcast.
The Unhedged podcast will be hosted by FT financial reporter Ethan Wu, who will be joined on Tuesdays by FT markets editor Katie Martin.
Listen as they explain the big ideas behind financial headlines, from the frenzy over AI technologies to Warren Buffett’s wager on Japanese stocks.
Each sharp and punchy 15-minute episode will offer a global outlook, industry insights and a witty and unique take on the latest markets and finance news.
The podcast, co-produced with Pushkin Industries will also feature a roster of the FT’s leading markets experts, including US financial commentator Robert Armstrong, Alphaville editor Robin Wigglesworth and Alphaville correspondent Alexandra Scaggs.
You can listen to Unhedged for free on all podcast platforms and on FT.com. Click the logos above to subscribe and listen on your preferred platform.
Episodes
Do the markets even care about the US election?
A look at prices and polling
Magnificent 7 report
We take a look at seven of the eight biggest stocks in the market
Can Boeing come back?
The aircraft maker was a great American company — then things started falling apart.
What do bond markets know about the election?
Bond yields are rising. That may signal a Trump win.
The titans of Wall Street
How a secretive group of firms came to dominate trading
The $2tn man
Nicolai Tangen talks about running Norway’s enormous oil fund
Are emerging markets back?
Brazil may be leading a resurgence in a lagging category
Novo Nordisk, Eli Lilly and the GLP-1 economy
How long can the growth in weight-loss drugs go on?
Markets send mixed signals
Can rate cuts and good jobs numbers both happen?
Markets and the Middle East
Markets are shrugging off conflict in the Middle East. Will that last?
Is the China stimulus package enough?
After Beijing announced plans to support equities, markets took off
Immigration and unemployment
How does the influx of immigrants affect US jobs numbers?
The case for small and mid caps
Smaller stocks used to outperform their bigger cousins. Will that ever be the case again?
Federal Reserve puts on enormous party hat
Unpacking Wednesday’s big rate cut
What is Apollo, anyway?
The alternative asset manager does a lot.
How Ireland got too much money
Dublin is running a huge budget surplus. What should the government do with it?
The Fed: will it be 25 or 50?
Will the Federal Reserve lower rates by 25 or 50 basis points?
How to fix the housing market
High prices usually boost supply, but not in housing. What's wrong?
Boring but sexy (stocks)
As Nvidia shares take a breather, the markets turn to more seasoned equities
The ethics of investing for dictators
Sovereign wealth funds support goods such as pensions and social programs — but also murderous regimes. When does managing money for them become unethical?
The gold rally
The metal has climbed way past the rate of inflation. Why?
What will Jay Powell say at Jackson Hole?
Central bankers are meeting in the mountains this week. Markets will be listening closely to the chair of the Federal Reserve.
Markets resume previously scheduled exuberance
After August turbulence the markets are back at altitude. But why?
The world’s greatest stocks
A new report reveals the best investments of the past 100 years
30 years of bond investment
An interview with Jim Leaviss, outgoing CIO of M&G Investments
What’s up with Bill Ackman?
Inside the unravelling of an IPO
Anatomy of a rout
What is making the markets so nervous?
The case for Tesla
Tesla trades at nearly 100 times earnings. Does that make sense?
Why Wall Street picked Kamala Harris
What does big money see in the new US election contender?
How to manipulate the US dollar
Candidate Trump wants the dollar weaker. What would his options look like?
The Trump trade
How markets look at the possibility of a second Trump presidency
Will a major revision of listing rules in the UK work?
Dynamic companies are leaving Britain. Will new powers for founders help keep them?
Investing in green tech
Vinod Khosla’s 20 years of long shots
Paramount, Skydance and the streaming wars
Paramount and Skydance just merged. Can they compete in the new Hollywood?
What elections in France and the UK mean for markets
Investors watch as politics moves left in two countries
Can Morgan Stanley's CEO build a better bank?
Big banks are trying to be more integrated. Will it work?
Are we all protectionists now?
One thing Biden and Trump might not be debating is industrial policy
Distressed IPOs
Golden Goose just cancelled its public offering. What does that tell us about the markets?
Elon Musk’s big payday
Shareholders of Tesla just awarded their biggest shareholder even more shares. Why?
Central bankers do nothing. Markets respond
What can markets read into the Fed holding steady?
Trade like a bot
Academics are learning more about how AI might trade
The gamma squeeze
What happens when banks are forced to cover bets in the options markets?
What elections mean for markets this year
Elections in Mexico and India moved markets this week. What will UK and US elections mean for markets later this year?
The billionaires’ tax
The G20 is discussing a global tax on the super-rich. Will it ever happen?
Who killed Red Lobster?
Red Lobster just filed for bankruptcy. What went wrong?
Where’s the commercial property meltdown?
The FT’s Joshua Oliver talks about where the real estate market could be headed.
The cocoa boom
What’s behind the meteoric rise in cocoa and other commodities?
Bridgewater’s new boss
What does a new CEO mean for the future of one of the world’s largest hedge funds?
GameStop again?
The video game retailer roars back into the memestock spotlight, raising questions about the sanity of the markets.
The fight for Paramount
Why are two private equity companies trying to buy a notoriously volatile Hollywood studio?
What’s next for Warren Buffett
Berkshire Hathaway’s annual meeting raised questions about Apple, energy stocks and succession.
Is Fed policy working?
Inflation is stubbornly high. Why can’t the Fed get it down?
Why the US dollar is the world’s problem
The strong greenback changes economies around the globe, whether they like it or not.
Bonus: The fraudster's guide to magic money with Tim Harford
What makes Ponzi schemes so appealing for the wrong reasons?
The diamond market disrupted
Why is De Beers’ output decreasing so fast?
Active changes to passive indices
Changes to indices have a huge effect on companies and countries. Should they be regulated?
How oil got to $90 a barrel
What’s driving the run-up on oil, and will it stop before $100 a barrel?
High interest rate anxiety
How long can the economy last without a recession?
Shopify vs Amazon
Can the e-commerce site grab market share from Amazon?
Should we worry about private credit?
The IMF’s latest global financial stability report raises questions about the boom in the investment class
Rethinking Tesla and Apple
In a strong market, why are two tech giants weakening?
Navigating the next super cycle
The economy moves in cycles, but can we see them coming?
Wall Street bets on Reddit
Can the social media platform’s text-based, user-generated boards thrive in the public markets?
The great British bargain show
UK stocks have been lagging behind the US for years. Are they underpriced?
Inside the crypto hype machine
FTX caretaker boss blasts Sam Bankman-Fried as his sentencing nears
Listener Questions
Unhedged and Behind the Money team up to answer questions from listeners
Can the US stock market stand 3% US inflation?
US inflation remains stubbornly over 3%. Will the markets stay stubbornly high?
Does factor investing still work?
Factor investing is sort of active, sort of passive, and sort of profitable
Inside the traders’ black box
A lawsuit against market makers may reveal how high-frequency trades really work
Learning to love the boom
Examining arguments that the markets are right
Is ESG over?
Environmental, social and governance investing principles were a dominant topic for years. What happened?
Three markets, three highs
What’s powering the new highs in so many markets?
WeWork rework
Value investors are looking to scoop up the remains of WeWork
Active investors! Assemble
Can the markets be efficient if everyone is investing passively?
The dilemma of the supercompany
How should long-run investors view the astonishing growth of the largest companies?
Are dividends back?
Meta just issued its first dividend. Will this become more common?
How not to pick stocks
Our columnists enter the FT’s stockpicking contest, and are embarrassed. But they’ve got more ideas!
High-yield bond bonanza
Spreads on high-yield bonds are historically tight. We ask why.
Will commercial real estate hurt regional banks?
New York Community Bancorp shares fell 38% on Wednesday, partly on worries about the bank’s exposure to commercial real estate.
Can China rebound in 2024?
While markets around the world take off, China continues to stumble. Will 2024 be any different?
Boardroom games
Electing board members just got more open
Two stock markets, two takes
America’s leading stocks face antitrust allegations, while the UK’s high performers are neglected
Is America overpriced?
US stocks are at a premium globally. Will that last?
Cash Rethink Energises Asset Markets
High interest rates made cash attractive, until stocks took off
Today's inflation numbers
What the latest inflation figure tells us about shelter, goods and 10-year Treasuries
Introducing Untold: The Retreat
Tech stock winners
In July, our hosts picked their favourite tech stocks. How did they do?
Cool markets, hot takes
Markets moved down in the opening days of 2024. What are they worried about?
The year ahead, according to AI, and humans
Is AI ready to compete with humans when it comes to making predictions about the economy?
The Unhedged Awards
The Unhedged team is giving out awards, some of which no one really wants, like the one for best scam.
Markets gone wild
Jay Powell announces he might be thinking about announcing something at some point. And the markets go wild.
Thirty-seven years of wisdom
Longtime FT columnist Jonathan Guthrie retires with a note on what he’s learnt
Central bank lookahead
Central bankers’ comments this week may shed light on next year’s rates
The return of crypto
Even after Binance and FTX, bitcoin hits $40,000. Can anything kill the crypto dream?
Introducing Hot Money: The New Narcos
Our second season investigates the rise and fall of a Dubai-based super cartel
Gold just set a record. Why?
Gold normally goes lower when interest rates go higher. Why is the opposite happening?
Down the liquidity hole
Do markets respond to the economy, or to the amount of money the central banks provide?
Have rates peaked?
The market seems to be telling us that rates have peaked. Have they?
What the London Stock Exchange really trades
The LSE has become a data merchant. Do its listings still matter?
The zombie companies
How much should we worry about companies that depend on easy credit?
What does Walmart know?
Walmart’s latest earnings report contains hints about the consumer
Big Tech roundup: Tesla, Nvidia, Apple and more
Our stock-picking contest is midway through. How are the contestants doing?
A drastic solution to exploding US government debt
Is it too soon to start talking about yield curve control?
Pub quiz showdown: Alphaville vs Unhedged
Pub quiz: two rival finance newsletters compete to answer ridiculously hard questions
Sam Bankman-Fried takes the stand
Sam Bankman-Fried risked everything to testify. Did it help?
Why so down, S&P 500?
Despite a strong economy, the market is 10% off its high. Why?
A massive GDP number
The US’s third-quarter GDP growth was surprisingly strong. What drove it?
Is China a bargain right now?
The Chinese stock market is below where it was in 2019. Is this a warning or a bargain?
FTX trial update
As the prosecution winds up the case against Sam Bankman-Fried, what will the defence offer?
Japan’s new direction
Will Japan’s pledge to change corporate culture work?
Public problems for private equity
How will private equity compete in an era of higher interest rates?
Three markets we’re watching
How will gold, oil and the yen respond to chaos in the Middle East?
The Biden scorecard
This US election season, both parties are going to use the economy as a selling point. Which side is right?
The increasingly odd bond market
Bonds and stocks are both headed down. Why?
How high, and for how long?
Are markets finally making their peace with a new interest rate reality?
The strong US dollar gets stronger
The dollar is increasing in value. How will it affect global markets?
Well, actually: Our ‘Dumb Money’ movie review
The new movie ‘Dumb Money’ tackles some complicated finance. Does it get it all right?
Basis trade freakout (low key)
Why is everyone so worried about Treasury futures?
Bonus Interview: Robyn Grew, Man Group CEO
The new Man Group chief makes the case for active management in a volatile economy
Three IPOs test the market
Arm, Instacart and Birkenstock are going public in the coming weeks. How will the market respond?
A Tale of Two Housing Markets
Why are the UK and US housing markets going in opposite directions?
Big win for Big Crypto
Is the SEC ready to regulate crypto ETFs?
Good job numbers and a bad attitude
Employment numbers came in just right last week, so what are we worried about?
The central bankers’ rodeo
We look at new papers published at the central bankers’ summit in Jackson Hole
It’s tough out there for Goldman Sachs
Is Goldman Sachs poorly run or just a victim of the times?
Hot new bad idea
Zero-day options are a larger and larger part of the options market, but will they blow up?
Disney’s Tragic Kingdom
Problems are piling up at Disney faster than the new old CEO can fix them
China slows down
What does a looming Chinese recession mean for the rest of the world?
Icahn has problems?
Carl Icahn is under pressure from short sellers, and his own bets
How bonds make — and break — nations
The bond market is bigger than ever, and more influential
Uber finally delivers
Uber just made money. Is it really a profitable company now?
The case for a soft landing
Can the Federal Reserve bring down inflation without crashing the US economy?
The billionaire charged with insider trading
Joe Lewis, 86, must answer charges in New York for insider trading
Big week for central banks
This week the US, EU and Japan will announce their rates. How will markets respond?
The private credit boom
Non-bank debt is growing quickly, and without a lot of oversight
Getting inflation wrong
Inflation just plunged to an almost normal 3%. Is it time to be happy?
The 2023 Unhedged stock draft
How will the big 7 tech stocks do in the second half of 2023?
Why the bond market matters now
Debt has always been the biggest market, but now it’s getting the most attention, too.
Harry Markowitz found a free lunch in finance
The economist, who died in June, used rigorous math to show that diversification could bring higher returns without increasing risk.
Will empty offices hurt the US economy?
Signs of trouble — and a few rays of hope — in commercial real estate
Does Japan’s stock market rally have legs?
Three reasons why the rally is for real — and a few reasons to worry.
What’s going on with car insurance?
Inflation goes beyond just supply chains and labour
Why investors hate this bull market
Seven companies are driving the US stock market. Is this rational?
Why investors hate this bull market
Seven companies are driving the US stock market. Is this rational?
Is crypto a security, bro?
The SEC is on the verge of regulating crypto. But first, America has to decide, again, what a security really is.
Where’s the recession?
Sorting through mixed signals from unemployment, manufacturing and credit
Introducing Unhedged
Introducing Unhedged, a new markets podcast from the Financial Times