Unhedged

Among his many promises, president-elect Donald Trump is promising to drive down the price of energy in the US. But how realistic a plan is that? What levers does he have to pull? Today on the show, Rob Armstrong and Aiden Reiter talk about how oil is priced and what moves that price. Also they go long parliamentary democracy and short brunch. 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 [email protected] a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Ruchir Sharma, an investor and frequent contributor to the FT, came out and said it the other day: The US stock market is in a bubble. But is it a bubble or just the rational behavior of investors who believe the US really is exceptional? Today on the show, Katie Martin and Rob Armstrong discuss the outlandishly good performance of the US market, and ask how long it can last. Also they go long Elon Musk’s pay package and short the transatlantic bug.For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedofferYou can email Robert Armstrong and Katie Martin at [email protected] a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

How would you like a 265,528,900 per cent return on your investment? Would you be interested in that? If so, join us as Rob Armstrong and FT Alphaville’s Robin Wigglesworth discuss the results of Professor Hendrik Bessembinder’s massive number-crunching project, which ranks the best stocks of the past century. The number one performer is pretty incendiary. Also we short break dancing and go triple reverse long on single-stock ETFs. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedofferYou can email Robert Armstrong and Katie Martin at [email protected] a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

President-elect Donald Trump has just announced “Day 1” tariffs on Mexico and Canada, in addition to previously promised tariffs on China. Tariffs will definitely affect domestic prices, but how much, and will they truly cause catastrophic inflation? Today on the show, guest host Josh Oliver discusses the tariffs with the FT’s economics commentator Chris Giles. Also, they short the new Treasury secretary and the 900-year-old Smithfield meat market in the City of London. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedofferYou can email Robert Armstrong at [email protected] and Katie Martin at [email protected]. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.