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Unhedged

Unhedged

By: Financial Times & Pushkin Industries
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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.

Financial Times
Economics Personal Finance Politics & Government
Episodes
  • Is M&A turning around?
    Jul 24 2025

    When Republicans won the White House and both houses of Congress last fall, mergers and acquisitions bankers celebrated. But when President Donald Trump took office, M&A stagnated. Today on the show, the FT’s Wall Street editor Sujeet Indap tells Aiden Reiter why that may be changing, with big deals pending on everything from railroads to media conglomerates. Also, they go long Scottie Scheffler and short Japan.


    Sign up for the FT Weekend Festival at ft.com/festival and use the promo code “FTPodcasts” for 10 per cent off.


    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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    18 mins
  • Robotaxis, tech earnings and 24-hour trading
    Jul 22 2025

    Today on the show, Aiden Reiter talks with Lex editor John Foley about three things to watch this summer: 24-hour trading, tech earnings and Tesla’s new approach to robotaxis. Also, they go short Bank Holidays, and long properly measuring GDP.


    For more on 24-hour trading, check out Jennifer Hughes’ guest appearance on the FT’s Behind the Money podcast. Link here.

    Sign up for the FT Weekend Festival at ft.com/festival and use the promo code “FTPodcasts” for 10 per cent off.


    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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    20 mins
  • Is Nvidia really worth $4tn?
    Jul 17 2025

    Nvidia is now the most valuable company in America, as AI seems to power an unstoppable market. Today on the show, Katie Martin and Aiden Reiter ask if it reminds anyone of the dotcom bubble. Also they go long snow globes and long stone fruit.


    Sign up for the FT Weekend Festival at ft.com/festival and use the promo code “FTPodcasts” for 10 per cent off.


    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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    18 mins
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