Unhedged

著者： Financial Times & Pushkin Industries
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  • 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
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あらすじ・解説

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
ビジネス・キャリア 個人ファイナンス 政治・政府 経済学
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エピソード
  • Best of: the world’s greatest stocks

    Best of: the world’s greatest stocks
    2024/11/28

    How would you like a 265,528,900 per cent return on your investment? Would you be interested in that? If so, join us as Rob Armstrong and FT Alphaville’s Robin Wigglesworth discuss the results of Professor Hendrik Bessembinder’s massive number-crunching project, which ranks the best stocks of the past century. The number one performer is pretty incendiary. Also we short break dancing and go triple reverse long on single-stock ETFs.


    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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    23 分
  • How inflationary are tariffs, really?

    How inflationary are tariffs, really?
    2024/11/26

    President-elect Donald Trump has just announced “Day 1” tariffs on Mexico and Canada, in addition to previously promised tariffs on China. Tariffs will definitely affect domestic prices, but how much, and will they truly cause catastrophic inflation? Today on the show, guest host Josh Oliver discusses the tariffs with the FT’s economics commentator Chris Giles. Also, they short the new Treasury secretary and the 900-year-old Smithfield meat market in the City of London.


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


    You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@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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    15 分
  • Looking at 2025

    Looking at 2025
    2024/11/21

    It is the season for giving and banks are giving us a lot of year-ahead reports. Katie, Robert and Aiden actually read these things, and today on the show they discuss what they’ve learned. It all raises questions about very narrow corporate spreads, an AI bubble and what happens if things go right in the jobs market, or wrong in the Middle East. Also we go long hair products, short turkey and limit long Josh Kushner’s big bet against diversification.


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


    You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com.


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

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