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.
The podcast examines corporate and investor strategies for navigating the complexities of dealing with Donald Trump, particularly during his potential return to the White House. It questions whether corporate "butt-kissing" is an effective strategy, using examples like Amazon's Melania documentary and Chevron's approac...
The podcast examines the state of market bubbles, particularly in tech and AI, and the surprising disconnect between market behavior and geopolitical events. Despite expensive valuations across the S\&P 500, driven by AI euphoria, a significant market crash isn't expected, and the cooling of AI enthusiasm is seen as a ...
Katie Martin hosts a frivolous quiz for the festive season with Robert Armstrong and John Foley as contestants. The quiz covers topics such as Donald Trump's comments on the bond market and tariffs, the K-shaped economy, and bizarre trends like Le Boo-Boos. They also discuss Peter Thiel's views on Greta Thunberg and Li...
This podcast episode of "Against the Rules: The Big Short Companion Series" features Michael Lewis interviewing Michael Burry, the hedge fund manager who famously predicted the subprime mortgage crisis and was a central figure in Lewis's book, "The Big Short." Burry discusses his initial reluctance to participate, his ...
In this episode of Unhedged, Katie Martin, Rob Armstrong, and Adam Posen discuss the potential impacts of Donald Trump's second presidency on global markets, particularly focusing on the dollar's stability and the possibility of a financial crisis. Adam Posen expresses concerns about the "de-centering" of the dollar an...
Katie Martin and Robin Wigglesworth discuss the current market mood, focusing on hedge funds' short positions in the U.S. stock market, particularly concerning AI-related companies. They analyze the increasing short interest in areas like Oracle and utilities due to their involvement with AI and data centers, and the p...
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