Unhedged

Katie Martin and Rob Armstrong discuss the Federal Reserve’s unanimous decision to raise interest rates, framing it as a "declaration of independence" from President Trump’s pressure for lower rates.

Katie Martin and Rob Armstrong discuss the recent AI safety warnings from Anthropic and OpenAI, debating whether the "rogue AI" panic is genuine or a strategic pause to manage market expectations.

Katie Martin and Rob Armstrong discuss the resurgence of US-Iran tensions, which have pushed oil prices back above $105 and fueled inflation concerns.

Rob Armstrong and Katie Mackay debate the shifting US investment thesis, acknowledging that while the American corporate economy remains robust,…

Host Katie Martin joins Claire Barrett and Gavin Lewis to discuss the UK’s pension crisis, highlighting that while auto-enrolment boosted participation, many remain under-saved.

Hosts Katie Martin and Rob Armstrong analyze Fed Chair Kevin Walsh’s hawkish Jackson Hole speech, which clarified inflation targets but failed to stabilize bond markets.

Host Katie Martin and guests Robert Armstrong and Alan Beatty analyze the collapse of US-Canada trade talks under Donald Trump’s second term.

Hosts Katie Martin and Rob Armstrong analyze the escalating conflict in US bond markets, where Treasury Secretary Scott Bessent’s attempts to suppress yields are being interpreted as weakness.

This Unhedged episode examines the economic impact of Europe’s severe drought, focusing on how low Rhine River levels disrupt German logistics and industrial production.

Host Katie Martin and FT energy editor Malcolm Moore discuss the paradox of stable oil prices despite ongoing Middle East conflict and depleted US strategic reserves.

Hosts Pushkin and Katie Martin, joined by Ian Smith, discuss how European stock markets are quietly outperforming expectations despite the US tech boom.

Hosts Pushkin and Katie Martin, joined by Toby Nangle, analyze the rare joint US-Japan intervention to support the weakening yen.

Host Samaya Keynes interviews LSE’s John Minnick on whether the West should adopt China’s technology transfer policies to counter its industrial rise.

Hosted by Robin Wigglesworth with guest Robert Armstrong, this episode of The Story of Money profiles legendary trader Jesse Livermore.

Hosts Pushkin and Katie Martin, with Rob Armstrong, analyze Federal Reserve Chair Kevin Warsh’s controversial decision to hold rates while abandoning forward guidance.

Host Rob Armstrong interviews Princeton’s Brendan Greeley on the resurgence of monetarism under new Fed Chair Kevin Warsh.

Host Rob Armstrong and FT banking editor Josh Franklin analyze JPMorgan Chase’s dominance, driven by CEO Jamie Dimon’s crisis-era acquisitions and prudent balance sheet management.