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Unhedged: Daily Summaries Delivered
by Financial Times & Pushkin Industries
Katie Martin, Robert Armstrong and other markets nerds at the Financial Times explain the big ideas behind what’s happening in finance right now.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Yesterday22 min
Big energy getting bigger
Atlantic coast power companies NextEra and Dominion have announced plans to merge, possibly creating a $420bn energy giant along much of the east coast. Is this a good idea? Today on the show, Robert Armstrong speaks with deal reporters James Fontanella-Khan and Oliver Barnes about how AI is creating a new energy landscape. Also they go long Brazil winning the World Cup and long gating private credit. 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. Hosted on Acast. See acast.com/privacy for more information.
- 3 days ago21 min
Could we interest you in $675bn in tech stocks?
An estimated $675bn in new equity is hitting the market in the next few weeks. And yes, it is all tech-related. Today on the show, Katie Martin and Rob Armstrong ask why so many companies are selling so much stock to so many people. Also, they go long unusual weather and long the cubicle hero meeting corporate AI-usage metrics by generating AI tools to mimic corporate usage. 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.
- 1 weeks ago24 min
The chip and memory stock frenzy
Are chip and memory stocks in a bubble? Or just rationally riding an ever-increasing demand for AI infrastructure? Today on the show, Rob Armstrong and Katie Martin unpack the rally in chip and memory stocks. Also they go long a stalemate in the Middle East and long the fracas surrounding the new Ferrari. 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. Hosted on Acast. See acast.com/privacy for more information.
- 1 weeks ago25 min
SpaceX nears lift-off
SpaceX is set to be the largest listing of all time. But it might not be just the launch of a new publicly traded stock. It might be a reorganisation of how indexes treat new entrants. Today on the show, Katie Martin and Rob Armstrong are joined by Lex editor John Foley to discuss a most unusual IPO. Also, they go long horror films and long the Iranian news media. 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 weeks ago22 min
The oil reserves dwindle
As the Iran war hits three months, oil and gas reserves are running out. Today on the show, Katie Martin speaks with the FT’s energy editor Malcolm Moore about what happens when the world’s energy supply buffers are gone. Also, they go long “lower-value” human capital and short barnacles. 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 weeks ago25 min
Luxury during wartime
Luxury goods are both an indulgence and a store of value. And those uses are completely different. Today on the show, Rob Armstrong talks with Katie Martin about his trip to the FT Business of Luxury Summit in Puglia, Italy, and what he learned there about the highest end of the economy. Also, they go long a rates crisis and short exams. 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. Hosted on Acast. See acast.com/privacy for more information.
- 3 weeks ago24 min
What’s bothering bonds?
Yields on UK gilts are skyrocketing. But the UK is not the only country facing rising borrowing costs. Today on the show, Katie Martin and Rob Armstrong talk to new Unhedged contributor and former Bank of England employee Daire MacFadden about the new landscape of borrowing. Also, they go short the Lime e-bike IPO and long macarons. 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 weeks ago21 min
Can GameStop buy eBay?
GameStop, the video game retailer and iconic meme stock, has announced an attempt to take over the much larger eBay. Today on the show, Rob Armstrong and John Foley talk about how a smaller company can take over a larger company and whether it’s even a good idea. Also, they discuss the rise of Cerebras, the chip maker challenging Nvidia, and go short Hyrox and long continuing inflation. 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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