Unhedged
Financial Times & Pushkin Industries
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Top 10 Unhedged Episodes
Goodpods has curated a list of the 10 best Unhedged episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Unhedged for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Unhedged episode by adding your comments to the episode page.
11/05/24 • 19 min
It’s election day. Everyone is freaking out. But the prices of some major commodities and indices remain stoically calm. We investigate. Also, we go long nuclear power, long bees and limit long a squirrel named Peanut.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
You can email Robert Armstrong at [email protected] and Katie Martin at [email protected].
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
1 Listener
Magnificent 7 report
Unhedged
10/31/24 • 21 min
The Magnificent 7 make up seven of the eight largest stocks on the S&P 500 and they are reporting earnings this week and last. Today on the show, Rob Armstrong and guest John Foley, who covers technology for the Lex column, take a look at all seven – with a nod to Berkshire Hathaway – and ask where they’re headed. Also we go long Reddit and long consumer sentiment.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
You can email Robert Armstrong at [email protected] and Katie Martin at [email protected].
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
1 Listener
The titans of Wall Street
Unhedged
10/22/24 • 21 min
Citadel, XTX and Jane Street have come to dominate trading on Wall Street, and not just in equities. They now run a huge proportion of trading in currency and bonds, something the banks used to own. But where did they come from, why have so few people heard of them, and how did they get so big? Today on the show, Katie Martin and Robin Wigglesworth discuss the massive growth in the algorithmic trading firms. Also, they go long honesty, and long the upcoming FT Alphaville pub quiz in New York.
Read the FT’s series about the new titans of Wall Street here.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
You can email Robert Armstrong at [email protected] and Katie Martin at [email protected].
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
1 Listener
30 years of bond investment
Unhedged
08/13/24 • 24 min
Jim Leaviss started his career in fixed income at the Bank of England, and is ending it 30 years later as the outgoing chief investment officer for fixed income of M&G Investments, which manages more than £100bn in bonds. Today on the show, Katie Martin talks with Jim about what he learned over his long career. Also, the two throw down on the best albums of the 90s.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
You can email Robert Armstrong at [email protected] and Katie Martin at [email protected].
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
1 Listener
10/10/24 • 20 min
Eli Lilly’s shares have surged 750 per cent over five years. Novo Nordisk’s are up about 360 per cent in the same period. It's been an awesome run for these companies. But how much longer can it last? Today on the show, Rob Armstrong and Aiden Reiter talk to the FT’s US pharmaceutical and biotech correspondent Oliver Barnes about the astonishing growth in weight-loss drugs, and their future. Also we short inflation and running clubs.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
You can email Robert Armstrong at [email protected] and Katie Martin at [email protected].
Unhedged has been nominated for a Signal Award! You can vote for us here: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
1 Listener
Are emerging markets back?
Unhedged
10/15/24 • 19 min
Grouping the majority of the world’s economies into a basket labelled “emerging markets” and trying to generalise about them is a fool’s errand. And we are perfect for the job. Today on the show, Katie Martin and Aiden Reiter discuss the EM landscape and pay particular attention to Brazil’s hot economy. Also we go long Poppy Gustafsson and short Netflix’s research department.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
You can email Robert Armstrong at [email protected] and Katie Martin at [email protected].
Unhedged has been nominated for a Signal Award! You can vote for us here: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
1 Listener
The $2tn man
Unhedged
10/17/24 • 21 min
Nicolai Tangen oversees Norges Bank Investment Management, also known as Norway’s oil fund. It contains about $2tn in assets, based on money earned from drilling for oil offseas. Today on the show, Tangen talks with Katie Martin about everything from the European economy to China and Taiwan to overconcentration in the American stock markets. Also, Tangen goes long learning and short red tape.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
You can email Robert Armstrong at [email protected] and Katie Martin at [email protected].
Unhedged has been nominated for a Signal Award! You can vote for us here: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
1 Listener
01/02/24 • 19 min
Today on the show, we’re looking at the year ahead, with AI by our side. Our colleague Bryce Elder at the FT built an online quiz that pits AI against analysts in writing prose about the future. We take the quiz, and make our own predictions. Also we go long and short.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X. You can email Ethan at [email protected].
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
1 Listener
The dilemma of the supercompany
Unhedged
02/15/24 • 16 min
We live in the age of supercompanies: massive, dominant players that seem to get better as they grow — for customers and investors. And they also make us uncomfortable about our rights and freedoms. Think Walmart, Apple, Meta and so many others. But how should investors view these new giants, and will the returns last forever? Also we short the world-ex-US trade and go long the gerontocracy.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X. You can email Ethan at [email protected].
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
11/14/23 • 19 min
Four months ago, the FT’s Rob Armstrong and Elaine Moore placed their bets on two portfolios of three stocks each picked from the “Magnificent Seven” tech stocks that have been dominating markets this year. Today on the show, we check in on their portfolios, and try to think about where they’re headed next. Also, we go long Chicago.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X, formerly Twitter. You can email Ethan at [email protected].
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
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FAQ
How many episodes does Unhedged have?
Unhedged currently has 147 episodes available.
What topics does Unhedged cover?
The podcast is about News, Blockchain, Markets, Venture Capital, Financial News, Investing, Business News, Banking, Crypto, Podcasts, Finance and Business.
What is the most popular episode on Unhedged?
The episode title 'The titans of Wall Street' is the most popular.
What is the average episode length on Unhedged?
The average episode length on Unhedged is 18 minutes.
How often are episodes of Unhedged released?
Episodes of Unhedged are typically released every 2 days, 11 hours.
When was the first episode of Unhedged?
The first episode of Unhedged was released on Jun 6, 2023.
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