Unhedged

• The mystery of the vanishing jobs

  The annual jobs numbers are in. And they have been revised down by 911,000 positions. But in a quickly changing economy, with many laborers literally leaving the country, what does that mean? Today on the show, Rob Armstrong and Aiden Reiter discuss the new landscape of employment in the US, and what it might mean for interest rates. Also they go long a new richest man in the world and long tweed. 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 [email protected] a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

  --------  

  20:44

  --------

  20:44
• Live from the FTWeekend Festival in London

  2025 has been a chaotic year, with seemingly random tariffs, the reduction of the labour force, the partial nationalisation of major companies and a looming hostile takeover of the long independent Federal Reserve. Before a live audience at Kenwood House in London, Katie Martin and Rob Armstrong try to understand which markets are responding to all this self-generated chaos, and why. Also they go long champagne and short gold.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 [email protected] a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

  --------  

  39:06

  --------

  39:06
• What’s a central bank supposed to do?

  Central banks have been around for hundreds of years. But they haven’t always done the same thing. Today on the show, Katie Martin and Rob Armstrong talk to Brendan Greeley, a former FT reporter, about the changing role of the Federal Reserve. Greeley is the author of the forthcoming The Almighty Dollar. Also, they go long internships at XTX and short private credit.Sign up for the FT Weekend Festival at ft.com/festival and use the promo code “FTPodcasts” for 10 per cent off. 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 [email protected] a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

  --------  

  29:25

  --------

  29:25
• OK, Doomer

  Valuations are high. Employment is down. The Federal Reserve is under attack. For many market watchers, this looks a lot like a recipe for disaster. Today on the show, Rob Armstrong and Katie Martin discuss the case for a collapse. Also, they go long the UK and long September. Sign up for the FT Weekend Festival at ft.com/festival and use the promo code “FTPodcasts” for 10 per cent off. 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 [email protected] a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

  --------  

  21:10

  --------

  21:10
• The people’s chip manufacturer

  The Trump administration has again extended its control over the US economy, now taking a 10 per cent stake in the chip manufacturer Intel. Control of the means of production is a foundational tenet of socialism and Marxism, but the Republican party remains silent. Today on the show, Katie Martin and US managing editor Brooke Masters ask, “What the hell?” Sign up for the FT Weekend Festival at ft.com/festival and use the promo code “FTPodcasts” for 10 per cent off. 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 [email protected] a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

  --------  

  19:56

  --------

  19:56

Más podcasts de Economía y empresa

Podcasts a la moda de Economía y empresa

Acerca de Unhedged