Unhedged

The Supreme Court just overturned President Donald Trump’s use of the emergency powers provision to impose tariffs. Now importers are suing for refunds, and the president has scrambled to leverage another old law to find a legal way to slow imports. Today on the show, Katie Martin and Rob Armstrong are joined by Alan Beattie, of the FT’s Trade Secrets newsletter, to sort the mess out. Also, they go short the “Halo” trade and long irony.

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].

Read a transcript of this episode on FT.com
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On Monday, a report by Citrini Research appeared to rattle traders on Wall Street. Its thesis was that massive efficiency increases would lead to widespread job losses and a disastrous fall in consumption. Today on the show, Katie Martin and Rob Armstrong discuss the doomsday scenario. Also, they go short New York in the snow and short shrinkflation.

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].

Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.

World markets continue to be down on the dollar. Today on the show, Katie Martin and senior markets correspondent Ian Smith discuss how inflation, politics and trade are weighing on the once mighty greenback. Also, they go short curling and long wealth managers in the age of AI.

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].

Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.

For more than 170 years, Wells Fargo built a reputation as an all-American Main Street lender. Now, it is charting a new path and pushing into investment banking, something that many other banks have tried and failed to do. The FT’s US banking editor Joshua Franklin and US banking correspondent Akila Quinio discuss what Wells Fargo does — and doesn’t have — going for it as it pursues this strategy.

Clips from, CNN, CBS News, CNBC, CNN, HBO, KPIX, KRON4, NBC News, Wells Fargo

The FT does not use generative AI to voice its podcasts.

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Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.

Buried deep in the heart of this week’s US jobs report is a hint that companies may be increasing hiring to build all those AI data centres we keep hearing about. Also on the show, Rob Armstrong and Katie Martin parse what the report says about the US consumer, and what it means for US interest rate policy. And they go long volatility and short sugar.

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].

Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.