Podcast Episodes

Big deals in Big Pharma

The battle between Novo Nordisk and Pfizer to acquire Metsera is over. But is this merger a sign of strength or weakness for the industry? Today on the show, Rob Armstrong talks with US finance edito…

Published on 1 month, 1 week ago

Is the K-shaped economy real?

Companies such as Procter & Gamble and Chipotle say lower-income customers are spending less, while upper-income customers keep splurging. But data from the Federal Reserve and others suggests income…

Published on 1 month, 1 week ago

Is the US an emerging market?

Today’s show is a live recording from the Kilkenomics Festival in Kilkenny, Ireland. Katie Martin hosts a panel with guests David McWilliams, founder of the festival, and Mark Blyth, professor of pol…

Published on 1 month, 2 weeks ago

DIY data

With the government shut down, US investors are looking for data in different places. Today on the show, Katie Martin and Rob Armstrong discuss home brewed data, and try to figure out what’s really g…

Published on 1 month, 2 weeks ago

Is Big Tech spending too much money?

Tech companies are spending historic amounts of money on computing power and data centres. 

Today on the show, Rob Armstrong and Katie Martin talk to Lex editor John Foley to try to understand the com…

Published on 1 month, 3 weeks ago

Martin Wolf on the economics of populism

How does populism affect the long-term health of economies? And is there a difference in outcomes between the extreme politics of the left and the right? Today on the show, Rob Armstrong and the FT’s…

Published on 1 month, 3 weeks ago

The vigorous nods of Bessent

US Treasury secretary Scott Bessent has one of the hardest jobs in recent history. He has to implement bizarre economic strategies and keep rational market players calm. Today on the show, Rob Armstr…

Published on 1 month, 3 weeks ago

Will the US bail out Argentina?

It won’t be easy, and you’ll think it’s strange, when we try to explain … why US Treasury secretary Scott Bessent is suddenly reversing all current US policy and proposing to send billions of dollars…

Published on 2 months ago

Japan’s next move

Sanae Takaichi is the first female prime minister of Japan. She also claims Margaret Thatcher as a role model. Today on the show, Katie Martin and the FT’s Tokyo bureau chief Leo Lewis discuss this h…

Published on 2 months ago

Rare earth quake

China’s announcement that it would be restricting the export of rare earths put markets into a tailspin on Friday. Today on the show, Rob Armstrong, Katie Martin and new Unhedged reporter Hakyung Kim…

Published on 2 months, 1 week ago