Unhedged
Financial Times & Pushkin Industries
SummaryNavigating today’s financial landscape can feel like trying to solve a puzzle while the pieces are constantly shifting. That is where Unhedged comes in. Hosted by Katie Martin and Robert Armstrong, this podcast pulls back the curtain on the complex forces driving global markets, from the white-hot AI boom to the subtle maneuvers of the Federal Reserve. Each Tuesday and Thursday, the hosts trade the jargon-heavy noise of traditional financial news for sharp, clear-eyed analysis. They do not just report the headlines; they dig into the "why" behind the numbers. Whether they are questioning if the software sector is facing an existential threat, debating the risks of a potential tech bubble, or examining how geopolitical tensions—from the UK’s bond markets to diplomatic standoffs with Iran—ripple through investor sentiment, the conversation is always grounded in deep financial literacy. The show is defined by a blend of high-stakes scrutiny and a refreshing willingness to challenge conventional wisdom. You will hear them dismantle market narratives, track the impact of the latest corporate mega-mergers, and occasionally engage in lively debates during their signature segments. If you want to understand how shifting interest rates, massive energy demands, and political unpredictability are shaping your portfolio, Unhedged provides the rigorous, conversational perspective needed to keep your footing in an increasingly volatile world.
Updated Jul 7, 2026
Episodes
Software stocks got crushed. Did they have it coming?
Software stocks have been hammered by AI fears, but the massive sell-off might be an overreaction to future uncertainty.
Halftime for the markets
The Magnificent Seven have cooled, small caps are surging, and markets feel stuck as we hit the year's halfway mark.
New UK prime minister, same bond market
New UK Prime Minister Andy Burnham faces a skeptical bond market testing his commitment to fiscal discipline and growth.
Tech shares zigzag
Tech stocks face a volatile week as market leadership shifts from the Magnificent Seven to the overheated AI trade.
How to surf turbulent markets
Rising interest rates remain the only reliable catalyst to deflate market bubbles fueled by excessive fiscal spending.
Kevin Warsh’s first remarks
New Fed chair Kevin Warsh signals a shift toward shorter statements and less forward guidance in his debut meeting.
Can Trump make a deal with Iran?
Trump claims a deal to reopen the Strait of Hormuz is near, but deep distrust and ongoing hostilities persist.
Why are investors so jumpy?
Markets are jittery as hot jobs data and uncertainty over Fed rate moves collide with a wave of major IPOs.
Big energy getting bigger
NextEra's massive deal to acquire Dominion reveals how the AI boom is forcing a power-hungry industry to scale up.
Could we interest you in $675bn in tech stocks?
A massive wave of new AI stock listings is hitting markets, but investors must weigh the hype against crash risks.
The chip and memory stock frenzy
Are chip stocks in a bubble or a supercycle driven by real earnings growth amidst a volatile AI infrastructure boom?
SpaceX nears lift-off
SpaceX plans a 1.75 trillion dollar IPO, but questionable financials and rule-bending index access raise major red flags.
The oil reserves dwindle
As oil reserves hit a critical low, analysts debate whether a global supply squeeze will send energy prices skyrocketing.
Luxury during wartime
European luxury brands are grappling with slowing growth after aggressive price hikes alienated their elite customers.
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