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The other side of trade
Coverage of President Donald Trump’s tariffs tends to focus on their effect on American consumers. That’s important, but it’s only half the story, or less. Today on the show, Rob Armstrong and Katie …
Published on 10 months, 1 week ago
Why is gold buggin’?
Gold is traditionally a hedge against instability. And it’s reaching record highs. Today on the show, Katie Martin and Rob Armstrong look at the demand for gold and try to figure out if the market is…
Published on 10 months, 2 weeks ago
Will Trump’s tariffs make Europe great again?
European stock indices have outperformed the S&P 500 so far this year. The FT’s Aiden Reiter joins Katie Martin to discuss why investors are finally looking beyond US stocks and why Donald Trump’s po…
Published on 10 months, 2 weeks ago
What’s next for Trump’s tariffs?
The tariffs have arrived. Canada and Mexico have negotiated delays, China is retaliating, and investors are trying to figure out what comes next. The FT’s Aiden Reiter joins Katie Martin to discuss w…
Published on 10 months, 3 weeks ago
Picking stocks for 2025
It’s time for the FT’s annual stockpicking contest, where the money is fake but the glory is real. The FT’s Alan Livsey joins Rob Armstrong and Aiden Reiter to discuss what bets they think will pay o…
Published on 10 months, 3 weeks ago
DeepSeek, AI and the markets
DeepSeek’s announcement that it has built competitive AI using many fewer resources than big US rivals stunned the markets this week. Chipmakers and power companies plunged in value, and Sam Altman, …
Published on 10 months, 4 weeks ago
Decoding Trumponomics
Donald Trump’s first week in office has produced a barrage of policies and power moves. But which of them will happen? Today on the show, Katie Martin, Rob Armstrong, and Aiden Reiter try to figure o…
Published on 11 months ago
Our 2024 stock picks
Each year the Financial Times hosts a stock-picking contest for its journalists and readers. Today on the show, Katie Martin and Rob Armstrong explain the logic behind their absolute bombs. And then …
Published on 11 months ago
Will US inflation ever go below 3%?
Reports of the demise of US inflation have been greatly exaggerated. Today on the show, Rob Armstrong and Aiden Reiter discuss the continuing high numbers and what the Fed might do about it this year…
Published on 11 months, 1 week ago
What are UK bonds thinking?
US bonds and UK gilts are tracking each other, and heading down. Today on the show, Rob Armstrong and Katie Martin try to figure out whether to blame chancellor Rachel Reeves, or the whole world. Als…
Published on 11 months, 1 week ago