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 on Acast, Apple Podcasts, Pocket Casts or Spotify.
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FT journalists place their (theoretical) bets.
China joins the AI race, and rattles investors
Investors are trying to figure out an unusual number of policies and powerplays
Going over last year’s winners … and our losers
Inflation remains stubbornly high. Why?
Is Britain mismanaged, or just copying the US markets?
Corporate bankruptcies are on the rise. What’s happening?
2025 is filled with questions and it’s just beginning
And the hosts have some answers
Is Trump really planning a national strategic reserve for crypto?
Did comments from the Fed unnerve traders?
Or are we entering a new era of privately-owned companies?
Will a new administration bring a new approach to anti-trust policy?
There is a reshaping of the world order. What did markets miss?
The president-elect promises to halve the price of the commodity. Can he?
Is America in a bubble or just exceptional?
A new report reveals the best investments of the past 100 years
Taking stock of new tariffs on Canada and Mexico
Banks are issuing their year-ahead reports. What do they think?
We look at money, population, and how the government actually works
Is anger driving policy now?
Unhedged the podcast goes on the road
Where do Trump policies push inflation, the stock market and interest rates?
A look at prices and polling
We take a look at seven of the eight biggest stocks in the market