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
個人ファイナンス 政治・政府 経済学
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エピソード
  • Nvidia’s bad day

    Nvidia’s bad day
    2025/04/17

    Nvidia shares, along with many others in the tech sector, plunged on Wednesday on news that the Trump administration will be blocking sales of certain technology to China. Particularly hard hit was the outlook for Nvidia’s H20 chip. The company expected the president’s decision to cost it $5.5bn in sales. Today on the show, Katie Martin and Aiden Reiter are joined by Lex editor John Foley to discuss the clampdown on tech and the prospects for AI in general. Also they go long turbulence at the Federal Reserve, and short Dutch chip company ASML.


    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.
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    22 分
  • Will China back down?

    Will China back down?
    2025/04/15

    The White House has announced dizzyingly high — and hard-to-follow — tariffs on goods from China. And Beijing has responded. But the real trade war may be between the US president and the American consumer. Today on the show, Katie Martin and Aiden Reiter dig into the tariffs battle and discuss China’s options. Also, Aiden doubles down on donkey metaphors and Katie goes short performative space expeditions.


    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.
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    20 分
  • The real cost of a trade war

    The real cost of a trade war
    2025/04/10

    Trump folded on Wednesday, reducing his so-called “reciprocal” tariffs across the board, with the notable exception of massive taxes on goods from China. Today on the show, Rob Armstrong and Katie Martin unpack the market gyrations that followed, and wonder if lasting damage has been done to America’s borrowing costs. Also, they go long global trade and long battered European stocks.


    Join Unhedged for a subscriber webinar about the Trump effect on markets on April 23 at 13:00-14:00 UK time. Go to ft.com/trumpmarkets to register now and send your questions to the team.


    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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    22 分

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