Financial Times · Investment

Unhedged

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.

Episodes

Financial history provides a crucial lens for evaluating the current AI market boom, which mirrors past speculative cycles like the 19th-century railroad expansion. While historical bubbles often resulted in massive investor losses, they frequently left behind essential, long-lasting infrastructure that fueled future e...

Introducing: The Story of Money

01 May 2026

The Fed holds steady

30 Apr 2026

22m

AI processed

Central banks are navigating a period of high uncertainty, with recent interest rate decisions reflecting a cautious, data-dependent approach. Jay Powell’s decision to remain a Federal Reserve governor after his term as chair concludes challenges political pressure and reinforces institutional independence, despite cri...