Unhedged

Markets, data and sentiment are often looked to as indicators of the present and guides to the future. But these data points aren’t helping as much as they used to. Today on the show, Robert Armstrong, Hakyung Kim and John Foley try to understand why major numbers are in such constant conflict. Also, they go long Matcha and long data centres in space.

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You can email Robert Armstrong and Katie Martin at [email protected].

Read a transcript of this episode on FT.com
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President Donald Trump announced his pick for the next Fed chair at the end of last week. It was Kevin Warsh, a former member of the Fed Board of Governors. Today on the show, Katie Martin and Rob Armstrong dissect Warsh’s previous statements and try to figure out how being in charge will change his outlook. Also they go long theme parks and short grindcore.

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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.

Since the second inauguration of US President Donald Trump, the dollar has been in a slow but persistent decline. Today on the show, Katie Martin and Rob Armstrong try to figure out what is happening and if it will continue. Also they make a bold prediction for the next chair of the Federal Reserve.

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.

Gold and silver are both racing to record highs. But can it last? Today on the show, Katie Martin and Rob Armstrong talk about factors that might put the brakes on the frenzy. Also they go long the Melania Trump documentary and long the New England Patriots.

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.

The “Taco trade” proved profitable again this week as US President Donald Trump walked back his proposals for invading Greenland. ("Taco", of course, is the acronym for "Trump always chickens out".) Gone too are threatened tariffs on allies that stood up to defend the island. Today on the show, Rob Armstrong and Lex editor John Foley discuss the president’s retreat and the market’s joy. Also they go short Grønlandsbanken and long wintry days in New York.

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.