Podcast Episodes

Is Nvidia really worth $4tn?

Nvidia is now the most valuable company in America, as AI seems to power an unstoppable market. Today on the show, Katie Martin and Aiden Reiter ask if it reminds anyone of the dotcom bubble. Also th…

Published on 2 months, 1 week ago

Heinz, Kraft and Warren Buffett

The acquisition of Heinz and Kraft by 3G Capital and Warren Buffett seemed like a classic play from the world’s most famous investor: buy boring staples with long histories and hold them forever. But…

Published on 2 months, 1 week ago

The secret giant of finance

Jane Street is one of the biggest traders in the world, and they have become embroiled in accusations of market manipulation in India. Today on the show, Katie Martin and special guest Robin Wigglesw…

Published on 2 months, 2 weeks ago

Three surprises that might spook the markets

Despite looming economic problems, the stock market continues to climb. Today on the show, Katie Martin, Rob Armstrong and Aiden Reiter ask what could finally end the party. Also they go short consul…

Published on 2 months, 2 weeks ago

The dilapidated dollar

The US dollar is having its worst year since 1973. And 1973 was a really bad year. As the US takes a break to celebrate independence from the UK, Katie Martin and Ian Smith discuss the glow-down of t…

Published on 2 months, 3 weeks ago

Building a big beautiful Europe

The weakening dollar suggests international investors are looking for other places to put their money. This could be an opportunity for Europe to finally compete with the US as a safe haven and reser…

Published on 2 months, 3 weeks ago

Can anything stop the US economy?

A lot of people are worried about the Middle East, but markets are doing just fine. Today on the show, Rob Armstrong and Aiden Reiter talk about why investors are buying US again — and whether that w…

Published on 2 months, 4 weeks ago

Who wants to be a Fed chair?

President Donald Trump has called US Federal Reserve chair Jay Powell “very dumb, hardheaded” and a “numbskull” for not lowering interest rates. But for some reason, people still want Powell’s job. T…

Published on 3 months ago

Behind the Money: Inside Moët Hennessy’s crisis

Unhedged is off today so instead we're bringing you an episode from our fellow FT podcast, Behind the Money.

In this episode, we look at how LVMH’s wine and spirits division, Moët Hennessy, has long …

Published on 3 months ago

What the Israel-Iran war means for markets

Israel and Iran are at war, but markets have yet to freak out. Today on the show, Rob Armstrong and Katie Martin dig into what’s happening with oil, the dollar and gold — and what Federal Reserve cha…

Published on 3 months, 1 week ago