Sobre este podcast
Katie Martin, Robert Armstrong and other markets nerds at the Financial Times explain the big ideas behind what’s happening in finance right now. Every Tuesday and Thursday. Hosted on Acast. See acast.com/privacy for more information.
Episodios
Los 50 episodios más recientes de 357
- Bonds, inflation and the Fed. Plus, Nvidia in turmoil · 22 minInflation is stubborn and the Federal Reserve is talking tough again. Bond veteran Gregory Peters, co-chief investment officer at PGIM, talks to us about what comes next. Plus…
- Nvidia shares down as Huang affair scandal deepens · 19 minJensen Huang's affair with an alleged Chinese intelligence asset has wiped billions off the world's most important company. Can a board with no chair and no succession plan rein…
- Taking stock of tumbling stocks · 20 minWednesday's post-midterm bubble in markets popped on Thursday, with AI companies reversing the previous day's gains. Is it a reassessment of what Democratic control of the US…
- What the historic heist of Binance means for crypto · 20 minIt was the largest heist ever. Within a span of a night, more than $6bn vanished from Binance. That’s the blockchain platform that’s supposed to be the biggest and safest…
- Why the slowdown in Wall Street deals? · 20 minWhat started as a boom year for mergers on Wall Street has started to fade. There have indeed been some megamergers, such as the $111bn Paramount-Warner Bros Discovery deal. But…
- How much is Anthropic really worth? · 22 minAnthropic’s initial public offering is shaping up to be the largest ever. And the firm’s recently released prospectus explains how all of this is part of an enterprise for the…
- Breaking down the bond market · 18 minGovernment bonds keep the lights on for countries all over the world and set the cost of money for everyone from the US to your mortgage lender. But even as bonds experience a…
- UK bets on a boring budget · 17 minBritain’s chancellor of the exchequer John Healey will deliver his annual budget on October 28. And with the UK facing the highest borrowing costs in the G7, the spending item he…
- The AI boom stumbles · 23 minTech stocks and bonds took a kicking on Thursday, adding urgency to a question investors have been asking themselves for months now: is the AI boom about to go splat? Katie…
- Mortgages, diesel and the US midterms · 20 minUS consumers are still in love with buying things, buoyed by stock markets that are near all-time highs. But could sky-high mortgages and diesel prices spoil their shopping…
- Is France too blasé about borrowing costs? · 22 minFrance’s borrowing costs are skyrocketing. And its leading candidates for next April’s presidential elections - on both extremes of the political spectrum - seem alarmingly…
- There is only one trade · 20 minIt’s starting to look like every market is becoming a one-trick pony. Since the summer, stock markets would have been down – were it not for the Big Tech companies galloping…
- Hyperscale my debt! · 20 minWhile most people are distracted by the latest blow-up in US Treasuries, our hosts Katie Martin and Rob Armstrong lift the lid on a less watched corner of the debt markets. The…
- An ode to stock picking · 19 minOver the summer, the FT held a revamped version of its stock picking game – think fantasy football for the global equity markets. Some 13,000 people took part – a shocking number…
- Bond bombshell · 22 minGlobal bond yields took a big leg up on Wednesday, with the US 10-year Treasury now well north of 5 per cent. Could further rises trip up a heavily indebted government? Or…
- Turkish dismay · 17 minInvestment funds boast triple-digit returns. Retail investors enthusiastically pile in. Then – surprise! – they turn out to be scams… and implode. The story that played out in…
- News alert: Fed acts normal · 20 minIn response to persistently above-target inflation, the Federal Reserve raised interest rates a quarter-point this week. Typically, this would not merit a full podcast. But in…
- Should markets discount the AI apocalypse? · 22 minWhen the Terminator robots come for us all, will there be anywhere safe to run? Certainly not the US Treasury market, where the 10-year yield just broke the totemic 5% level…
- Oil, yen and egonomics · 22 minUS Treasury secretary Scott Bessent cowed currency traders this week by claiming anyone shorting the yen was betting against “the house”. But he has failed to will US government…
- Unhedged Live: How Katie was “right all along” · 27 minKatie called it – so she claims. There are signs that foreign investors may be losing trust in US assets. This has been the source of a running debate between the hosts Katie…
- Dear Brits, please save more · 23 minBritain has a problem. Almost half of the country’s working age adults are not saving into a pension at all. So if you know somebody who isn’t thinking enough about their future…
- Warsh and peace · 22 minFed chair Kevin Warsh used his speech at the annual Jackson Hole gathering of central bankers to tell bond markets he was serious about keeping a lid on inflation and everyone…
- Canada says no thank you · 23 minCanada and the US reached an impasse over trade this week, as Canadian Prime Minister Mark Carney refused to meet the demands of US President Donald Trump. Today on the show…
- Bombing the bond market · 23 minLast week Treasury secretary Scott Bessent directed his department to double its purchase of treasuries, in an attempt to bring down the yield. Of course, it backfired. Today on…
- Heatwaves and waterways · 17 minWith Europe’s record-breaking heat and droughts this summer, water levels in Germany's Rhine river have reached historic lows. Today on the show, Katie Martin talks with FT…
- Does the market know anything about oil? · 23 minUS reserves are the lowest they have been for many decades. Today on the show, Katie Martin and the FT’s Energy Editor Malcolm Moore try to figure out why the market has remained…
- Hot Stoxx summer · 20 minIt’s been a hot summer, and not just in terms of weather. European and UK equities markets have matched US returns and are at record levels. Today on the show, Katie Martin talks…
- Why the yen matters · 22 minInvestors were surprised when they learned that the US was selling euros to prop up the yen. But was this support for an ally? Or worries about interest rates at home? Today on…
- The Economics Show: China wanted western tech. Now, the tables have turned. · 44 minToday, we're bringing you an episode from another podcast in the FT stable: The Economics Show with Soumaya Keynes For decades, China accelerated its industrial development…
- The Story of Money: The trader who made $100mn from the 1929 crash — only to lose it all · 57 minToday, we're bringing you an episode from another podcast in the FT stable: The Story of Money. Jesse Livermore was a legendary trader who made and lost several fortunes in the…
- Is the Fed the referee or the best player? · 26 minThe Fed held rates steady on Wednesday, and chair Kevin Warsh commented on the Federal Reserve’s future role in markets. Today on the show, Katie Martin and Rob Armstrong try to…
- The return of monetarism? · 13 minFormer Federal Reserve member Stephen Miran and economist Nouriel Roubini just published a paper arguing that the US central bank should pay more attention to the supply of…
- How JPMorgan won · 19 minJPMorgan has become by far the biggest bank in the US and one of the largest in the world. But how did it do it? Today on the show, Rob Armstrong and US banking editor Joshua…
- The forecast for prediction markets · 18 minPrediction markets can tell us what everyone thinks. They can also encourage breaking the law. Today on the show, Katie Martin and Rob Armstrong take the measure of a world where…
- Should private credit be public? · 21 minStocks offering access to private credit funds have taken off, and crashed, in recent years. Is this the fiery end to a bad idea or a golden chance to buy a piece of a good idea?…
- Everything is awesome … for banks · 14 minFive US banks reported earnings this morning and they were all terrific. Today on the show, Lex editor John Foley joins Rob Armstrong to discuss the stunning results for banks…
- The Fed’s silent treatment · 22 minThe US-Iran conflict is back on, inflation is sticky and US interest rates are steady — for now, anyway. Today on the show, Katie Martin and Rob Armstrong discuss the quieter Fed…
- Software stocks got crushed. Did they have it coming? · 20 minThe index of big US software groups has fallen by about 20 percent over the past year, as investors worry that AI will make software businesses obsolete. Today on the show, Rob…
- Halftime for the markets · 23 minWe’re halfway through the year and the markets are thriving but look different than they did six months ago. The Magnificent Seven are struggling, while chip makers are soaring…
- New UK prime minister, same bond market · 21 minThe UK is changing leadership. Again. But what will this mean for the economy and for Britain’s debt market? Today on the show, Rob Armstrong speaks with senior markets…
- Tech shares zigzag · 19 minTech stocks went into a swivet early this week, with a variety of big names moving sharply in different directions. Today on the show, Katie Martin and Rob Armstrong try to…
- How to surf turbulent markets · 28 minThe AI boom is tossing equities around like tiny boats. Today on the show, Katie Martin and Rob Armstrong ask investor Ruchir Sharma how to ride it all out. Sharma is the chair…
- Kevin Warsh’s first remarks · 22 minKevin Warsh delivered his first comments on Wednesday as the new chair of the Federal Reserve. Investors were listening … and the market dropped. Today on the show, Katie Martin…
- Notes from the FT Global Bond Summit · 20 minEach year the FT Global Bond Summit brings traders, bankers, central bankers and politicians to London to discuss the state and future of debt. Today on the show, Rob Armstrong…
- Can Trump make a deal with Iran? · 25 minRight now the only thing flowing through the Strait of Hormuz is a caravan of broken promises and fake cease fires. Today on the show, Middle East editor Andrew England joins…
- Why are investors so jumpy? · 19 minThe market plunged on Friday after a positive jobs report and then rebounded on Monday. Today on the show, Rob Armstrong and reporter Daire MacFadden ask why investors seem so…
- Big energy getting bigger · 22 minAtlantic coast power companies NextEra and Dominion have announced plans to merge, possibly creating a $420bn energy giant along much of the east coast. Is this a good idea?…
- Could we interest you in $675bn in tech stocks? · 22 minAn estimated $675bn in new equity is hitting the market in the next few weeks. And yes, it is all tech-related. Today on the show, Katie Martin and Rob Armstrong ask why so many…
- The chip and memory stock frenzy · 24 minAre chip and memory stocks in a bubble? Or just rationally riding an ever-increasing demand for AI infrastructure? Today on the show, Rob Armstrong and Katie Martin unpack the…
- SpaceX nears lift-off · 26 minSpaceX is set to be the largest listing of all time. But it might not be just the launch of a new publicly traded stock. It might be a reorganisation of how indexes treat new…
