Unhedged

Kevin Warsh delivered his first comments on Wednesday as the new chair of the Federal Reserve. Investors were listening … and the market dropped. Today on the show, Katie Martin and Rob Armstrong dissect his remarks about forecasting, the Fed’s balance sheet and more. Also they go short AI model revenues and short SnapChat’s new glasses.

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.

Each year the FT Global Bond Summit brings traders, bankers, central bankers and politicians to London to discuss the state and future of debt. Today on the show, Rob Armstrong talks with Katie Martin about her visit to the summit and what she learned. Also they go short bans on social media and long tie games, also known as “draws”.

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.

Right now the only thing flowing through the Strait of Hormuz is a caravan of broken promises and fake cease fires. Today on the show, Middle East editor Andrew England joins Katie Martin and Rob Armstrong to discuss US President Donald Trump’s inability to end his own war and what it means for markets. Also they go long English football and long the Great Brotation.

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.

The market plunged on Friday after a positive jobs report and then rebounded on Monday. Today on the show, Rob Armstrong and reporter Daire MacFadden ask why investors seem so jumpy. Also they go short deal trinkets and long young basketball players.

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.

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.

Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.