Podcast appearances and mentions of Katie Martin

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Best podcasts about Katie Martin

Latest podcast episodes about Katie Martin

Unhedged
Big deals in Big Pharma

Unhedged

Play Episode Listen Later Nov 18, 2025 20:44


The battle between Novo Nordisk and Pfizer to acquire Metsera is over. But is this merger a sign of strength or weakness for the industry? Today on the show, Rob Armstrong talks with US finance editor James Fontanella-Khan about the pressures on drug companies from Washington and the market. Also they go long Nasdaq and short Nasdaq. 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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
Is the K-shaped economy real?

Unhedged

Play Episode Listen Later Nov 13, 2025 23:16


Companies such as Procter & Gamble and Chipotle say lower-income customers are spending less, while upper-income customers keep splurging. But data from the Federal Reserve and others suggests incomes – and the differences between them – have remained steady. Today on the show, Katie Martin and Rob Armstrong try to understand why and if consumer behaviour is changing. Also, they go long passive investing and short banks checking their own employees' bank balances. 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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
Is the US an emerging market?

Unhedged

Play Episode Listen Later Nov 11, 2025 38:26


Today's show is a live recording from the Kilkenomics Festival in Kilkenny, Ireland. Katie Martin hosts a panel with guests David McWilliams, founder of the festival, and Mark Blyth, professor of political economics at Brown University. From the Home Rule Club in Kilkenny, they ask if the US is starting to behave like an emerging market. Also, they go long sterling and short futuristic cities in the sand. 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 unhedged@ft.com. Hosted on Acast. See acast.com/privacy for more information.

FT Politics
To tax, but who to tax, that is the question

FT Politics

Play Episode Listen Later Nov 7, 2025 34:49


With just three weeks to go until the Budget, Rachel Reeves gave a surprise speech to reset expectations on who she's planning to hit with more taxes on November 26. This has fuelled further speculation about whether the government's central manifesto pledge to not raise income tax rates is now doomed. Host Miranda Green is joined by FT colleagues Jim Pickard, Sam Fleming and Katie Martin to discuss the chancellor's options: a pick'n'mix of tax rises or breaking a central pledge to the electorate. What then happens to the Labour government's credibility, and how are the markets likely to react? Plus: can Reform become fiscally respectable?Follow Miranda @greenmirandahere.bsky.social; Jim @pickardje.bsky.social; and Katie @katie0martin.ft.comWant more? What are Rachel Reeves' tax options in the Budget? Bond markets are winning the Budget stand-off Robert Shrimsley: The inescapable logic of Labour's choices Inside Politics: Why Rachel Reeves won't raise income taxPaywalled: End of The Line: how Saudi Arabia's Neom dream unravelled Sign up here for Stephen Bush's morning newsletter Inside Politics for straight-talking insight into the stories that matter, plus puns and tongue (mostly) in cheek analysis. Get 30 days free.Plus, the FT is hosting a live webinar on November 28 on what the UK Budget will mean for your money. You can put questions to FT journalists Claer Barrett, Stuart Kirk, Tej Parikh and special guest, tax expert Dan Neidle. Get your free pass now at ft.com/budgetwebinar. Our email address is politicalfix@ft.comPolitical Fix was presented by Miranda Green and produced by Lulu Smyth. The executive producer is Flo Phillips. Original music and mix by Breen Turner. The video engineers are Bianca Wakeman and Andrew Georgiades. The FT's acting co-head of audio is Manuela Saragosa.Clip from ITV Hosted on Acast. See acast.com/privacy for more information.

Unhedged
DIY data

Unhedged

Play Episode Listen Later Nov 6, 2025 24:32


With the government shut down, US investors are looking for data in different places. Today on the show, Katie Martin and Rob Armstrong discuss home brewed data, and try to figure out what's really going on in the US economy. Also they go short flying taxis and the UK defaulting. 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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
Is Big Tech spending too much money?

Unhedged

Play Episode Listen Later Nov 4, 2025 23:18


Tech companies are spending historic amounts of money on computing power and data centres. Today on the show, Rob Armstrong and Katie Martin talk to Lex editor John Foley to try to understand the computing arms race. Also they go long M&A, short free buses, and long cleanfluencers. 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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
Martin Wolf on the economics of populism

Unhedged

Play Episode Listen Later Oct 30, 2025 24:23


How does populism affect the long-term health of economies? And is there a difference in outcomes between the extreme politics of the left and the right? Today on the show, Rob Armstrong and the FT's chief economics commentator Martin Wolf discuss an extensive study on populism and economics. Also, they go long China and short tech companies with no profits.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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
The vigorous nods of Bessent

Unhedged

Play Episode Listen Later Oct 28, 2025 23:20


US Treasury secretary Scott Bessent has one of the hardest jobs in recent history. He has to implement bizarre economic strategies and keep rational market players calm. Today on the show, Rob Armstrong and Katie Martin discuss Bessent's balancing act. Also they go long depreciation expense and short predictions about 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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
Will the US bail out Argentina?

Unhedged

Play Episode Listen Later Oct 23, 2025 21:03


It won't be easy, and you'll think it's strange, when we try to explain … why US Treasury secretary Scott Bessent is suddenly reversing all current US policy and proposing to send billions of dollars to Argentina. Today on the show, Katie Martin, Rob Armstrong and the FT's Latin America editor Michael Stott discuss Javier Milei's cry for help. Also they go long renaissance composer Palestrina and professional wrestling. 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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
Japan's next move

Unhedged

Play Episode Listen Later Oct 21, 2025 21:16


Sanae Takaichi is the first female prime minister of Japan. She also claims Margaret Thatcher as a role model. Today on the show, Katie Martin and the FT's Tokyo bureau chief Leo Lewis discuss this historic election and what it might mean for markets in Japan and globally. Also, they go long shorts – for real this time. 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 unhedged@ft.com. Hosted on Acast. See acast.com/privacy for more information.

FT Politics
Britain: a beacon of economic stability?

FT Politics

Play Episode Listen Later Oct 17, 2025 33:12


The countdown is on: Chancellor Rachel Reeves has just six weeks to finalise her Autumn Budget before the November 26 deadline. This week, she was in Washington DC for the annual meeting of the IMF, where she hinted at tax rises for the rich, while pinning some blame for Britain's economic problems on her predecessors. The British public are not likely to love the chancellor's efforts to fill the projected £22bn hole, but who will they hold responsible? Host George Parker is joined by deputy opinion editor Miranda Green, associate editor and columnist Stephen Bush, and the FT's economics commentator Chris Giles for a deep dive into the UK's public finances, and to explain why the China spy case roiling Westminster is all about economics.Follow George on: @georgewparker.bsky.social or @GeorgeWParker; Chris on @chrisgiles.ft.com or @ChrisGiles_; Stephen on @stephenkb and Miranda on @greenmirandahere.bsky.social or @greenmirandaWant more? Clear visions for tax reform exist — Reeves just needs to back oneHow Brexit drained the Tories' talent poolNo need for a moral panic about the welfare systemLetter: Only a strong economy can address Britain's worklessness crisisRachel Reeves suggests spending cuts and tax rises on wayJoin Chris Giles and FT colleagues Katie Martin and Claire Jones in conversation with former Fed vice-chair Lael Brainard and Fidelity's Salman Ahmed on October 23 1200 GMT for an exclusive subscriber webinar Markets on edge: central banks, bonds and the risks ahead. Register now and put your questions directly to the panel at ft.com/edgeAnd click here to sign up for Chris Giles' newsletter on Central Banks.Plus sign up here for Stephen Bush's morning newsletter Inside Politics for straight-talking insight into the stories that matter, plus puns and tongue (mostly) in cheek analysis. Get 30 days free.Our email address is politicalfix@ft.comPolitical Fix was presented by George Parker and produced by Ethan Plotkin. The executive producer is Flo Phillips. Original music and mix by Breen Turner. The FT's acting co-head of audio is Manuela Saragosa.Clip from Sky News Hosted on Acast. See acast.com/privacy for more information.

Unhedged
Rare earth quake

Unhedged

Play Episode Listen Later Oct 16, 2025 17:36


China's announcement that it would be restricting the export of rare earths put markets into a tailspin on Friday. Today on the show, Rob Armstrong, Katie Martin and new Unhedged reporter Hakyung Kim ask if this is the card that will make Donald Trump fold? Also they go long Strava, and short protein. 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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
UK Budget blues

Unhedged

Play Episode Listen Later Oct 14, 2025 20:51


On November 26, parliament will make the UK an offer it can't refuse: The 2026 Budget. But the UK can complain about it! And likely will, as it will almost certainly include increased taxes on the middle class. Today on the show, Katie Martin and the FT's economics commentator Chris Giles discuss Labour's big problem: social services are expensive. Also they short the IMF and go long people who say they're moving to Dubai actually moving to Dubai. 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 unhedged@ft.com. Hosted on Acast. See acast.com/privacy for more information.

The Learner-Centered Collaborative Podcast
Episode 47: Centering Humanity in the Age of AI—Connection, Curiosity, and Courage (with Michelle Culver)

The Learner-Centered Collaborative Podcast

Play Episode Listen Later Oct 14, 2025 50:05


In this episode, Dr. Katie Martin speaks with Michelle Culver, founder of The Rithm Project and longtime education leader, about what it means to stay human in an age shaped by artificial intelligence. Rooted in her experiences as a parent, educator, and leader, Michelle reflects on what it means to navigate the evolving relationship between human connection and technology—and how we might imagine and design the futures we want to create. Together, Katie and Michelle explore how educators, parents, and young people can engage in meaningful dialogue about AI, build trust across generations, and reclaim schools as spaces for authentic human connection and belonging.

The Economics Show with Soumaya Keynes
What's up with the US economy? With Austan Goolsbee

The Economics Show with Soumaya Keynes

Play Episode Listen Later Oct 13, 2025 24:57


Austan Goolsbee, president of the Federal Reserve Bank of Chicago and a voter on the Fed's interest rate-setting committee, speaks to the FT's economics commentator Chris Giles about the outlook for the US economy amid a boom in AI investment, sluggish hiring, President Donald Trump's tariffs and continued attacks by the White House on central bank independence.Chris Giles is the FT's economics commentator. You can sign up to his newsletter here. Chris' FT interview with Austan Goolsbee is here: ‘Top Federal Reserve Official warns against a quick series of rate cuts' Join top FT journalists Chris Giles, Katie Martin, Claire Jones and special guest Lael Brainard on October 23, 1200 GMT for an exclusive subscriber webinar, Markets on edge: central banks, bonds and the risks ahead. Register now and put your questions directly to our panel. Visit ft.com/edgeSubscribe to The Economics Show on Apple, Spotify, Pocket Casts or wherever you listen. This episode was produced by Lulu Smyth and Persis Love with original music from Breen Turner. Sound design and mix by Jean-Marc Eck. Andrew Giorgiadis is our broadcast engineer. Our executive producer is Manuela Saragosa.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

FT News Briefing
Israel approves ceasefire plan

FT News Briefing

Play Episode Listen Later Oct 10, 2025 11:56


The Israeli government approved the US-brokered deal for a ceasefire and hostage release in Gaza, the US Treasury has intervened in Argentina's currency market, and Danish offshore wind developer Ørsted plans to cut about a quarter of its workforce. Plus, the FT's Katie Martin explains why the good vibes in the markets are really just investors running on fumes. Mentioned in this podcast:Israeli government approves Gaza ceasefire deal and hostage releaseØrsted to cut quarter of workforce after US setbacksUS Treasury intervenes in Argentina's currency marketBrace for a market melt-upToday's FT News Briefing was produced by Josh Gabert-Doyon, Sonja Hutson, and Marc Filippino. Our show was mixed by Kent Militzer. Additional help from Michael Lello and David da Silva. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
AI peak is peak AI

Unhedged

Play Episode Listen Later Oct 9, 2025 21:09


Is AI making everybody richer? Or just more entangled in each others' business? Today on the show, Rob Armstrong and Lex editor John Foley try to untangle the growing web of companies investing in each other. Also they go long steak and long cocoa. 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 unhedged@ft.com. Hosted on Acast. See acast.com/privacy for more information.

The Economics Show with Soumaya Keynes
The economics of birth control. With Martha Bailey

The Economics Show with Soumaya Keynes

Play Episode Listen Later Oct 8, 2025 32:04


When it comes to women controlling their own economic destinies, perhaps nothing has had a more profound impact than the contraceptive pill. But the US may be on the cusp of change. Earlier this year, the Trump administration froze some federal funding for subsidised access to contraceptive services and more changes are on the horizon. That has made understanding the economic impact of contraception all the more pressing. In this week's episode, the FT's Sarah O'Connor speaks to Martha Bailey, economics professor and the director of the California Center for Population Research at UCLA.Sarah O'Connor is employment columnist at the FT. You can read her articles here.Join top FT journalists Chris Giles, Katie Martin, Claire Jones and special guest Lael Brainard on October 23 1200 GMT for an exclusive subscriber webinar, Markets on edge: central banks, bonds and the risks ahead. Register now and put your questions directly to our panel. Visit ft.com/edgeSubscribe to The Economics Show on Apple, Spotify, Pocket Casts or wherever you listen.Presented by Sarah O'Connor. Produced by Josh Gabert-Doyon and Lulu Smyth. Manuela Saragosa is the executive producer. Original music and sound design by Breen Turner.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
Gold Now! Gold Forever! Only Gold! Gold! Gold!

Unhedged

Play Episode Listen Later Oct 7, 2025 19:55


Gold keeps hitting all-time highs, and no sober talk about speculation or productivity has stopped it. Today on the show, Rob Armstrong and Katie Martin take stock of the frenzy. Also they go short the yen and long Japanese stocks. 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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
AI, shutdowns and shadow banks

Unhedged

Play Episode Listen Later Oct 2, 2025 22:47


Today on the show, Rob Armstrong and Katie Martin take on three things they've been thinking about: the markets' complete lack of worry about a government shutdown, the growing balance sheet problem with artificial intelligence spending, and the rise of shadow banking. Also they short cyber attacks and the fall wave of Covid-19. 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 unhedged@ft.com. Hosted on Acast. See acast.com/privacy for more information.

The Economics Show with Soumaya Keynes
How to get immigration right. With Adam Ozimek

The Economics Show with Soumaya Keynes

Play Episode Listen Later Oct 2, 2025 34:18


Many argue immigration is key to America's economic success. So as President Trump clamps down on it, what might he be getting wrong and what does the optimal skilled immigration landscape look like for the US and elsewhere? John Burn-Murdoch, the FT's chief data columnist, speaks to Dr Adam Ozimek, chief economist at the Economic Innovation Group, who co-authored a recent paper on high-skilled immigration, Exceptional By Design. Find details of the EIG report here. John's article, co-authored by Stephen Bush: ‘The truth about immigration'. Plus his column on the dangers posed to liberal democracy by failing to address imperfections in immigration policy. John Burn-Murdoch is the FT's chief data columnist and writer. You can read his column Data Points here. Join top FT journalists Chris Giles, Katie Martin, Claire Jones and special guest Lael Brainard on October 23, 1200 GMT for an exclusive subscriber webinar, Markets on edge: central banks, bonds and the risks ahead. Register now and put your questions directly to our panel. Visit ft.com/edgeSubscribe to The Economics Show on Apple, Spotify, Pocket Casts or wherever you listen. This episode was produced by Lulu Smyth with original music from Breen Turner. Sound design and mix by Simon Panayi. Our executive producer is Manuela Saragosa. Andrew Giorgiadis is our broadcast engineer.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
The largest leveraged buyout in history?

Unhedged

Play Episode Listen Later Sep 30, 2025 20:07


Electronic Arts, a publicly traded company, was just purchased for $55bn by a consortium of investors led by Donald Trump's son-in-law Jared Kushner. The investors included the Saudis and Silver Lake Partners, one of the smartest players in private equity. Today on the show, Robert Armstrong speaks with US finance editor James Fontanella-Khan and US deals correspondent Oliver Barnes about the dollars behind the deal. Also, they go long and short a new wave of M&A. 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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

The Learner-Centered Collaborative Podcast
Episode 46: The Core Business of Schools—Future-Ready Learning in the Age of AI (Babak Mostaghimi)

The Learner-Centered Collaborative Podcast

Play Episode Listen Later Sep 30, 2025 58:38


In this episode, Dr. Katie Martin sits down with Babak Mostaghimi—educator, systems leader, and founding partner at Learner Studio—to explore how we can prepare young people for their future in an age of AI, complexity, and rapid change. From his early days as a fifth-grade teacher in rural Mississippi to leading future-ready work in one of the largest school districts in the country, Dr. Mostaghimi brings humility, wisdom, and powerful analogies (including gardening and chicken farming!) to reimagine what's possible in education. Together, they talk about centering learners, building systems that support educational communities, and why the true core business of schools is preparing young people for life, career, and democracy.

Unhedged
Troubling signs in corporate debt

Unhedged

Play Episode Listen Later Sep 25, 2025 23:26


First Brands Group, a roll-up of car parts manufacturers, is preparing a bankruptcy filing after amassing as much as $10bn in debt. And last week, Tricolor, a subprime auto loan lender, ran into trouble. Today on the show, Rob Armstrong and Katie Martin ask if we are at a turning point in credit markets. Also they go long collective nouns for groups of canaries. 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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
Hedging the dollar

Unhedged

Play Episode Listen Later Sep 23, 2025 23:00


The dollar is down almost 10 per cent since the beginning of the year. Yes, it has fallen from a very strong position, but the drop might also reflect growing international unease about the direction of American institutions of government. Today on the show, Rob Armstrong and Katie Martin discuss the weakening of the dollar, and how traders are betting on it. Also, they go short not having joined a hedge fund and short a cup of matcha. 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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Disorder
Ep 142. Why are stock markets not crashing? With the FT's Katie Martin

Disorder

Play Episode Listen Later Sep 23, 2025 61:49


Investors are frogs in a Trumpian pot. As he turns the water up will they jump or boil? Trump has chaotically imposed tariffs on the global economy-- replete with arbitrary numbers, 90-day pauses, and then different outcomes for similar countries. Many predicted this type of chaotic policymaking would tank the US stock markets, make the bond markets panic, and trigger a worldwide recession. Jason at least assumed UVXY would spike as volatility would soar. Yet US markets are hitting record highs. Even foreigners are still willing to buy US equities, albeit while hedging their dollar risk. What is going on here? Why do the Markets seem to love Trump? Why are markets addicted to low interest rates and cheap money? Why do markets want less regulation even though it can lead to crashes? Why don't the markets react with Trump threatens Powell, Lisa Cook, and Fed Independence? To find out, Jason is joined this week by Katie Martin, the Markets columnist at the Financial Times and host of the Unhedged Podcast. They discuss how Europe should respond to Trump's craziness, why US Big tech stocks (and the data centre construction fad) are keeping the market afloat, the implications of big money continuously ploughing into AI without knowing if AI will really be profitable, and the shifting focus from public to private markets. Plus: Gilts vs Treasuries, the UK's fiscal woes, and whether the Euro could replace the dollar as the world's most important reserve currency. And to Order the Disorder, they discuss the formation of a new global body to tackle inequality globally. Producer: George McDonagh Subscribe to our Substack - https://natoandtheged.substack.com/ Disorder on YouTube - https://www.youtube.com/@DisorderShow Show Notes Links: Read Investors are frogs in a Trumpian pot by Katie https://on.ft.com/3K67eCm  Read Time to give the euro a glow-up by Katie https://on.ft.com/4mhfWuP  Read The bond doom-mongers have got at least one thing right https://on.ft.com/41TpXqT  Check out Katie's Unhedged podcast: https://www.ft.com/unhedged-podcast  Watch How has Trump changed the global economy https://www.youtube.com/watch?v=HwKt43ruWCo https://www.youtube.com/shorts/Rg9YCYehqQc Learn more about your ad choices. Visit megaphone.fm/adchoices

Unhedged
Should companies report only twice a year?

Unhedged

Play Episode Listen Later Sep 18, 2025 22:25


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 unhedged@ft.com. Hosted on Acast. See acast.com/privacy for more information.

Unhedged
Private equity's public reckoning

Unhedged

Play Episode Listen Later Sep 16, 2025 23:13


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 unhedged@ft.com. Hosted on Acast. See acast.com/privacy for more information.

Unhedged
The mystery of the vanishing jobs

Unhedged

Play Episode Listen Later Sep 11, 2025 20:44


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 unhedged@ft.com. Hosted on Acast. See acast.com/privacy for more information.

Unhedged
Live from the FTWeekend Festival in London

Unhedged

Play Episode Listen Later Sep 9, 2025 39:06


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 unhedged@ft.com. Hosted on Acast. See acast.com/privacy for more information.

Unhedged
What's a central bank supposed to do?

Unhedged

Play Episode Listen Later Sep 4, 2025 29:25


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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
OK, Doomer

Unhedged

Play Episode Listen Later Sep 2, 2025 21:10


Valuations are high. Employment is down. The Federal Reserve is under attack. For many market watchers, this looks a lot like a recipe for disaster. Today on the show, Rob Armstrong and Katie Martin discuss the case for a collapse. Also, they go long the UK and long September. 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 unhedged@ft.com. Hosted on Acast. See acast.com/privacy for more information.

FT News Briefing
Investors remain chipper about Nvidia

FT News Briefing

Play Episode Listen Later Aug 29, 2025 11:59


Some World Trade Organization members are preparing to unveil a new grouping to boost “trade openness”, and the FT's Katie Martin unpacks the lack of market moves after Nvidia's outlook. Plus, a four-month “ninja stealth rally” has driven Tokyo's equity market to record highs. Mentioned in this podcast:Singapore, UAE and other small nations to launch trade partnershipNvidia growth outlook hit by China uncertaintyJapan's ‘ninja stealth rally' draws in global investorsListen to the Swamp Notes podcast on the World Trade OrganizationToday's FT News Briefing was produced by Josh Gabert-Doyon, Sonja Hutson, and Marc Filippino. Additional help from Kelly Garry, Michael Lello, David da Silva and Gavin Kallmann. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
The people's chip manufacturer

Unhedged

Play Episode Listen Later Aug 28, 2025 19:56


The Trump administration has again extended its control over the US economy, now taking a 10 per cent stake in the chip manufacturer Intel. Control of the means of production is a foundational tenet of socialism and Marxism, but the Republican party remains silent. Today on the show, Katie Martin and US managing editor Brooke Masters ask, “What the hell?” 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 unhedged@ft.com. Hosted on Acast. See acast.com/privacy for more information.

Behind the Money with the Financial Times
Unhedged: The Fed under attack

Behind the Money with the Financial Times

Play Episode Listen Later Aug 27, 2025 20:37


This week we're sharing an episode from, Unhedged, another podcast from the FT network.The annual meeting of central bankers in Jackson Hole, Wyoming, is supposed to be an intellectual retreat. Instead, it was overshadowed by personal and political attacks on US Federal Reserve board member Lisa Cook. Today on the show, Katie Martin talks to US economics editor Claire Jones about her reporting from Jackson Hole and what might happen if the central bank falls under the president's control. Also, we attempt to go long and short but are interrupted by a fire alarm. 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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
The Fed under attack

Unhedged

Play Episode Listen Later Aug 26, 2025 20:37


The annual meeting of central bankers in Jackson Hole, Wyoming, is supposed to be an intellectual retreat. Instead, it was overshadowed by personal and political attacks on US Federal Reserve board member Lisa Cook. Today on the show, Katie Martin talks to US economics editor Claire Jones about her reporting from Jackson Hole and what might happen if the central bank falls under the president's control. Also, we attempt to go long and short but are interrupted by a fire alarm. 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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
The new pump and dumps

Unhedged

Play Episode Listen Later Aug 21, 2025 23:39


US markets reporter George Steer has been tracking stocks that have soared, then crashed. Some of them might be “pump and dumps”, an old-fashioned style of scam where insiders generate excitement, along with sales of a stock, selling them when the price rises. Today on the show, Katie Martin and Rob Armstrong grill Steer about the schemes. Also, they go long envy and Labubus, and short pepperoni grease. 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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
Is the market too concentrated?

Unhedged

Play Episode Listen Later Aug 19, 2025 20:55


Eight of the 10 biggest stocks in the S&P 500 are technology stocks, and tech as a sector represents 40 per cent of the value of the index. Today on the show, Katie Martin and Rob Armstrong ask if this is a warning sign of a structurally weak market. Also they go long defensive stocks and churches on wheels. 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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

FT News Briefing
The markets are shrugging off chaos

FT News Briefing

Play Episode Listen Later Aug 15, 2025 12:31


US President Donald Trump and Russian President Vladimir Putin meet in Alaska today, and Dubai is trying to hold on to its role as the financial centre of the Middle East. Plus, China is sending out a warning to foreign countries stockpiling rare earths metals, and the FT's Katie Martin explains why she's worried about the calm in the markets. Mentioned in this podcast:Can Dubai keep its crown as the Middle East's finance capital?Investors are frogs in a Trumpian potChina warns foreign companies against stockpiling rare earthsPutin hails Trump's ‘energetic and sincere' efforts to end Ukraine warToday's FT News Briefing was produced by Katya Kumkova, Josh Gabert-Doyon and Marc Filippino. Additional help from Kent Militzer, Michael Lello, David da Silva and Gavin Kallmann. Our acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
Will markets ever care about anything?

Unhedged

Play Episode Listen Later Aug 14, 2025 26:19


As the US president upends the global order, and consolidates power, markets keep climbing. Does it make any sense? Today on the show, Katie Martin and Rob Armstrong speak with Gideon Rachman, the FT's chief foreign affairs commentator. They try to understand where Trumpism sits between democracy and authoritarianism, and what that means for the US economy. Also, they go long bardcore, cheap watches and controversial fashion. 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 unhedged@ft.com. Hosted on Acast. See acast.com/privacy for more information.

Unhedged
Lies, damn lies and statistics

Unhedged

Play Episode Listen Later Aug 12, 2025 21:30


President Donald Trump has just installed loyalists at the Bureau of Labor Statistics and the Federal Reserve. The idea is to ensure good news and low interest rates. Today on the show, Katie Martin and the FT's Economics commentator, Chris Giles, ask what effect these personnel changes might have for the economy. Also they go long doctorates and long Mauritius. 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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Aesthetically Speaking
How Not to Lose Quality in the Midst of Explosive Growth

Aesthetically Speaking

Play Episode Listen Later Aug 6, 2025 16:35


(00:00:00) Intro (00:00:32) Welcome Katie Martin, PA-C (00:02:22) How I treat patients and manage operations (00:04:34) How to measure an employee's success (00:05:59) How we decide what treatments to add to our practice (00:08:02) Growth beyond the empire (00:09:48) How training translates into consistency between practices (00:11:50) The value of having good processes in place (00:14:16) Why safety always comes first (00:14:55) Key takeaways about working in aesthetics (00:15:38) Links and outro As the VP of Clinical Operations at Holden Timeless Beauty, Katie Martin, PA-C wears a lot of hats. While seeing patients, she leads the day-to-day operations of a thriving, multi-location medical spa which requires consistency across locations and experienced staff.For Katie, safety and compliance always come first, even in a beauty-forward environment. Her mantra is safety first, beauty second. When it comes to performance management, Katie's team keeps a close eye on metrics like total revenue, revenue per hour, and revenue per visit to gauge each provider's impact.As the business grew to four locations, she learned the challenges of scaling and standardizing clinical care while making sure they never lost the personal touch. About Katie Martin, PA-CKatie Martin, PA-C is a Physician Associate specializing in medical aesthetics since 2015. Her passion is in education — clients, injectors and industry professionals. Katie is the Vice President of Clinical Operations and an advanced injector at HTB Aesthetics in Southern California. As a GAIN trainer for Galderma, she travels the country to train other injectors in safe techniques with natural results. Connect with Katie on LinkedInFollow Katie on Instagram @katie.the.injectorLearn more about Holden Timeless BeautyGuestKatie Martin, PA-C, Vice President of Clinical OperationsHolden Timeless BeautyHostRobin Ntoh, VP of AestheticsNextechPresented by Nextech, Aesthetically Speaking delves into the world of aesthetic practices, where art meets science, and innovation transforms beauty.With our team of experts we bring you unparalleled insights gained from years of collaborating with thousands of practices ranging from plastic surgery and dermatology to medical spas. Whether you're a seasoned professional or a budding entrepreneur, this podcast is tailored for you.Each episode is a deep dive into the trends, challenges, and triumphs that shape the aesthetic landscape. We'll explore the latest advancements in technology, share success stories, and provide invaluable perspectives that empower you to make informed decisions.Expect candid conversations with industry leaders, trailblazers and visionaries who are redefining the standards of excellence. From innovative treatments to business strategies, we cover it all.Our mission is to be your go-to resource for staying ahead in this ever-evolving field. So if you're passionate about aesthetics, eager to stay ahead of the curve and determined to elevate your practice, subscribe to the Aesthetically Speaking podcast.Let's embark on this transformative journey together where beauty meets business.About NextechIndustry-leading software for dermatology, medical spas, ophthalmology, orthopedics, and plastic surgery at https://www.nextech.com/ Follow Nextech on Instagram @nextechglowAesthetically Speaking is a production of The Axis: theaxis.io Theme music: I've Had Enough, Snake City

Unhedged
The Little Railroad Merger That Could

Unhedged

Play Episode Listen Later Jul 31, 2025 21:28


On Tuesday, the American railroad giant Union Pacific announced its intention to buy Norfolk Southern, promising to fulfill Abraham Lincoln's dream of a transcontinental railroad. Today on the show, the FT's deals correspondent Oliver Barnes joins Rob Armstrong to talk about whether President Donald Trump will make or break the deal. Also, we go short cafe cars and long shorts in the office. 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 unhedged@ft.com. Hosted on Acast. See acast.com/privacy for more information.

Unhedged
The EU folds on tariffs

Unhedged

Play Episode Listen Later Jul 29, 2025 17:27


Experts agree: When it comes to tariffs, Europe just got trounced. So did the American consumer, who will pay these taxes. Today on the show, Rob Armstrong and Ben Hall, the FT's Europe editor, discuss the terms of the deal, and why Europe didn't retaliate. Also they go long US oil production and short the long-term health of American manufacturing. 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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
Is M&A turning around?

Unhedged

Play Episode Listen Later Jul 24, 2025 18:07


When Republicans won the White House and both houses of Congress last fall, mergers and acquisitions bankers celebrated. But when President Donald Trump took office, M&A stagnated. Today on the show, the FT's Wall Street editor Sujeet Indap tells Aiden Reiter why that may be changing, with big deals pending on everything from railroads to media conglomerates. Also, they go long Scottie Scheffler and short Japan.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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
Robotaxis, tech earnings and 24-hour trading

Unhedged

Play Episode Listen Later Jul 22, 2025 19:32


Today on the show, Aiden Reiter talks with Lex editor John Foley about three things to watch this summer: 24-hour trading, tech earnings and Tesla's new approach to robotaxis. Also, they go short Bank Holidays, and long properly measuring GDP. For more on 24-hour trading, check out Jennifer Hughes' guest appearance on the FT's Behind the Money podcast. Link here.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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
Is Nvidia really worth $4tn?

Unhedged

Play Episode Listen Later Jul 17, 2025 18:18


Nvidia is now the most valuable company in America, as AI seems to power an unstoppable market. Today on the show, Katie Martin and Aiden Reiter ask if it reminds anyone of the dotcom bubble. Also they go long snow globes and long stone fruit. 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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
The secret giant of finance

Unhedged

Play Episode Listen Later Jul 11, 2025 22:42


Jane Street is one of the biggest traders in the world, and they have become embroiled in accusations of market manipulation in India. Today on the show, Katie Martin and special guest Robin Wigglesworth, from the FT's Alphaville newsletter, try to explain how Jane Street got so big and why it matters. Also they go short bed bugs and short Strategy's strategy. 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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
Three surprises that might spook the markets

Unhedged

Play Episode Listen Later Jul 8, 2025 22:33


Despite looming economic problems, the stock market continues to climb. Today on the show, Katie Martin, Rob Armstrong and Aiden Reiter ask what could finally end the party. Also they go short consultants and short hot yoga. 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 unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Unhedged
The dilapidated dollar

Unhedged

Play Episode Listen Later Jul 3, 2025 22:58


The US dollar is having its worst year since 1973. And 1973 was a really bad year. As the US takes a break to celebrate independence from the UK, Katie Martin and Ian Smith discuss the glow-down of the greenback. Also they go long forensic accountants and long aged hedge funders playing tennis. 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 unhedged@ft.com. Hosted on Acast. See acast.com/privacy for more information.