Unhedged

• Should companies report only twice a year?

  This week, President Donald Trump suggested that companies only report earnings twice a year. This would be a significant change to how markets in the US operate. Today on the show, Rob Armstrong and Katie Martin ask, is it a good idea? Also, they go short smart glasses and long empty nesting. 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]. Hosted on Acast. See acast.com/privacy for more information.

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• Private equity’s public reckoning

  With interest rates high, private equity has had a harder time finding investors … and making money. To solve this problem, the industry has found novel ways to avoid closing their funds. But time may be running out. Today on the show, Katie Martin and Rob Armstrong talk to the FT’s US private equity editor Antoine Gara about how private equity is going to have to turn its homework in eventually. Also they go long Robert Redford and long advisory firms that specialize in cleaning up messes made by private equity. 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 mystery of the vanishing jobs

  The annual jobs numbers are in. And they have been revised down by 911,000 positions. But in a quickly changing economy, with many laborers literally leaving the country, what does that mean? Today on the show, Rob Armstrong and Aiden Reiter discuss the new landscape of employment in the US, and what it might mean for interest rates. Also they go long a new richest man in the world and long tweed. 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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• Live from the FTWeekend Festival in London

  2025 has been a chaotic year, with seemingly random tariffs, the reduction of the labour force, the partial nationalisation of major companies and a looming hostile takeover of the long independent Federal Reserve. Before a live audience at Kenwood House in London, Katie Martin and Rob Armstrong try to understand which markets are responding to all this self-generated chaos, and why. Also they go long champagne and short gold.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 a central bank supposed to do?

  Central banks have been around for hundreds of years. But they haven’t always done the same thing. Today on the show, Katie Martin and Rob Armstrong talk to Brendan Greeley, a former FT reporter, about the changing role of the Federal Reserve. Greeley is the author of the forthcoming The Almighty Dollar. Also, they go long internships at XTX and short private credit.Sign up for the FT Weekend Festival at ft.com/festival and use the promo code “FTPodcasts” for 10 per cent off. 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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