Unhedged cover art

Unhedged

Unhedged

Written by: Financial Times
Listen for free

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
  • Hyperscale my debt!

    Hyperscale my debt!
    Oct 1 2026
    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.

    Hosted on Acast. See acast.com/privacy for more information.
    Show More Show Less
    20 mins
  • An ode to stock picking

    An ode to stock picking
    Sep 29 2026

    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.


    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.
    Show More Show Less
    19 mins
  • Bond bombshell

    Bond bombshell
    Sep 24 2026

    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.


    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.
    Show More Show Less
    22 mins
adbl_web_anon_alc_button_suppression_t1
All stars
Most relevant
Katie and Rob's conversations on Finance and Economy are interesting and fun to listen while learning.

Great finance podcast

Something went wrong. Please try again in a few minutes.