Unhedged

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1. UK bets on a boring budget

   20 oktober 2026 · 17 min

   Afspelen
   Britain’s chancellor of the exchequer John Healey will deliver his annual budget on October 28. And with the UK facing the highest borrowing costs in the G7, the spending item he will be most keen to get under control will be the government’s interest payments bill. The FT’s economics commentator Chris Giles tells Katie Martin why dull is good when it comes to public finances. Lees meer

   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.

2. The AI boom stumbles

   15 oktober 2026 · 23 min

   Afspelen
   Tech stocks and bonds took a kicking on Thursday, adding urgency to a question investors have been asking themselves for months now: is the AI boom about to go splat? Katie Martin and Rob Armstrong sense a great disturbance in the Force. But if the bubble really is about to burst, where can investors run for shelter? Plus, Rob shorts the letter K, and Katie shorts protein recycling. Lees meer

   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.

3. Mortgages, diesel and the US midterms

   13 oktober 2026 · 20 min

   Afspelen
   US consumers are still in love with buying things, buoyed by stock markets that are near all-time highs. But could sky-high mortgages and diesel prices spoil their shopping spree? And if the strains on the economy continue, what does that mean for the November midterm elections? Katie Martin and Rob Armstrong ask how long the stock market wealth bubble can prop up the US economy. Plus, Rob shorts silly jackets and Katie shorts silly smokers. Lees meer

   For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.

   Credit to Roderick MacLeod for the Charts on the Radio jingle!

   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.

4. Is France too blasé about borrowing costs?

   8 oktober 2026 · 22 min

   Afspelen
   France’s borrowing costs are skyrocketing. And its leading candidates for next April’s presidential elections - on both extremes of the political spectrum - seem alarmingly unalarmed. All of this gives hosts Katie Martin and Rob Armstrong, and markets correspondent Ian Smith, a bad feeling about where things might be headed. So does another eurozone crisis beckon? Plus, Katie and Rob go long Norway and John Le Carré, while Ian shorts oversized cars. Lees meer

   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.

5. There is only one trade

   6 oktober 2026 · 20 min

   Afspelen
   It’s starting to look like every market is becoming a one-trick pony. Since the summer, stock markets would have been down – were it not for the Big Tech companies galloping ahead on the back of AI. Corporate bond issuance and even the US dollar are also riding high on the AI trade. But what if that pony turns out to be a bucking bronco? Rob Armstrong and Katie Martin saddle up and find out. Plus Rob goes long TIPS, and Katie shorts acronyms… such as TIPS. Lees meer

   For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.

   Until October 28 you can save on a standard annual digital subscription at ft.com/unhedgedsale

   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.

6. Hyperscale my debt!

   1 oktober 2026 · 20 min

   Afspelen
   While most people are distracted by the latest blow-up in US Treasuries, our hosts Katie Martin and Rob Armstrong lift the lid on a less watched corner of the debt markets. The world’s hyperscalers – giant companies such as Amazon and Meta – need to borrow as much as they can to build the data centres needed for the AI boom. FT markets reporter Emily Herbert tells us what their elephantine debt issuance has been doing to corporate bond markets around the world. Plus, Katie shorts sniff tests, Emily goes long soup and Rob entrusts his life savings to a supermarket manager in Surrey. Lees meer

   Read a transcript of this episode on FT.com

   Hosted on Acast. See acast.com/privacy for more information.

7. An ode to stock picking

   29 september 2026 · 19 min

   Afspelen
   Over the summer, the FT held a revamped version of its stock picking game – think fantasy football for the global equity markets. Some 13,000 people took part – a shocking number considering how unfashionable active fund management has become in the real world. Katie Martin and Rob Armstrong invite their FT Money colleague Nathan Brooker, who runs the competition, to discuss the psychology of stock picking, and whether it has a future in real life. Plus, Nathan shorts holiday spoilers, Katie shorts pesky kids, and Rob throws active investors some love. Lees meer

   The FT’s next stock picking game launches on Monday October 5. Entry is free to all FT subscribers aged 18 or over. Registrations will remain open for a number of weeks after the launch date. To participate, go to: https://stockpickinggame.ft.com

   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.

8. Bond bombshell

   24 september 2026 · 22 min

   Afspelen
   Global bond yields took a big leg up on Wednesday, with the US 10-year Treasury now well north of 5 per cent. Could further rises trip up a heavily indebted government? Or perhaps an overleveraged hedge fund, with untold market fallout? Hosts Katie Martin and Rob Armstrong are joined by FT senior markets correspondent Ian Smith. Plus, Rob goes long his own foresight, while Katie extends a long arm of comfort to a banker who sent a career-ending email. Lees meer

   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.

9. Turkish dismay

   22 september 2026 · 17 min

   Afspelen
   Investment funds boast triple-digit returns. Retail investors enthusiastically pile in. Then – surprise! – they turn out to be scams… and implode. The story that played out in Istanbul last week may be as old as the city’s Grand Bazaar. But what does it say about financial regulation in Turkey, and should foreign investors be concerned? Host Rob Armstrong catches up with the FT’s Turkey correspondent, John Paul Rathbone. Plus, Rob shorts the 10-year US Treasury, while JP goes for a long swim in the Bosphorus. Lees meer

   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.

10. News alert: Fed acts normal

    17 september 2026 · 20 min

    Afspelen
    In response to persistently above-target inflation, the Federal Reserve raised interest rates a quarter-point this week. Typically, this would not merit a full podcast. But in our current world – which includes a persistently Fed-baiting US president – this unexpected return to normalcy is something that hosts Katie Martin and Rob Armstrong have chosen to celebrate. Also, Rob goes long the endangered potato, while Katie is long Russian oligarchs bankrolling wedding events. Lees meer

    Until October 28 you can save on a standard annual digital subscription to the Financial Times at ft.com/unhedgedsale.

    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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