Unhedged

• Pros and cons of a US sovereign wealth fund

  Donald Trump and his Treasury secretary have signaled their support for a sovereign wealth fund. Joe Biden and Kamala Harris also discussed it. But is it a good idea? Today on the show, Katie Martin and Aiden Reiter make the case for and against a radical new plan for American capital. Also, they go long the reappearance of Chinese billionaire Jack Ma, and long Diet Coke. 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.

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• The other side of trade

  Coverage of President Donald Trump’s tariffs tends to focus on their effect on American consumers. That’s important, but it’s only half the story, or less. Today on the show, Rob Armstrong and Katie Martin welcome Alan Beattie to discuss how the rest of the world is responding to the Trump tariffs, and what leverage they might have. Also, they go long eggs, and the neutral interest rate, and short the giant panda. 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.

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• Why is gold buggin’?

  Gold is traditionally a hedge against instability. And it’s reaching record highs. Today on the show, Katie Martin and Rob Armstrong look at the demand for gold and try to figure out if the market is trying to tell us something. They also short the penny and go long tech bro drama.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.

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• Will Trump’s tariffs make Europe great again?

  European stock indices have outperformed the S&P 500 so far this year. The FT’s Aiden Reiter joins Katie Martin to discuss why investors are finally looking beyond US stocks and why Donald Trump’s policies could accidentally benefit global exporters. Also, we go short posthumous publishing and 24-hour stock trading. 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.

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• What’s next for Trump’s tariffs?

  The tariffs have arrived. Canada and Mexico have negotiated delays, China is retaliating, and investors are trying to figure out what comes next. The FT’s Aiden Reiter joins Katie Martin to discuss what Donald Trump gains from following through on his campaign promises and whether there are limits to how much America can boss other countries around. Also, we go short London’s tea culture and long HBO’s ‘The Penguin’. 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.

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