Podcast appearances and mentions of Katie Martin

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

(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

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.

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.

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.

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.

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.

Wednesday on AOA, we start the show discussing Rural Road Safety Week with Laramie Sandquist, Nationwide's Agribusiness Risk Leader in Segment One. Next up, we look at the latest land values report from Farmers National with their Senior Vice President of FARM and Real Estate, Paul Schadegg, in Segment Two. In Segment Three, we talk about markets, yield models and have a conversation with Arlan Suderman, Chief Commodities Economist at StoneX. Then we close the show in Segment Four learning about Angus Access with Katie Martin, Director of Communications for the Red Angus Association of America.

Katie has helped thousands of women transform their relationship with movement, not through restriction or punishment, but through consistency, confidence, and community. Her programs on Sweat have empowered women globally to embrace strength training, reconnect with their bodies, and prioritise themselves in a whole new way.In this episode, we dive into her journey to becoming a Sweat trainer, how she stays grounded in an industry that often celebrates extremes, and the mindset it takes to move with purpose and passion. We chat about motivation, rest, cycle syncing, her favourite rituals, and how movement can be a form of emotional release and self-respect.Whether you're new to training or want to deepen your wellness journey, this conversation will remind you that strength is so much more than what we see on the outside.Check out Peaches Pilates online platform! https://www.peachespilates.com/peaches-online/Code: DOMPEACHProduced by Talkback Mediainfo@talkbackmedia.com.au

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.

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.

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.

Welcome back to another episode of Brands and Barbed Wire.   This week we once again record live from the Beef Improvement Federation Convention with some exciting news about expanded consumer demand for quality beef.  I'm joined by Brett Spader, Executive Vice President with the American International Charolais Association www.charolaisusa.com, Katie Martin, Director of Communications with the Red Angus Association of American www.redangus.org, Neil Mellers with Ranch 2 Retail www.ranch2retail.com, Jared Wareham with Horizon Venture Management www.horizonventuremanagement.com and Thomas (T.C.) Turner, the Red Beard Butcher at www.redbeardbutcher.com Thanks to our sponsors Allied Genetic Resources www.alliedgeneticresources.com, The Grant Company at www.grantcompany.net, B.R. Cutrer Ranch www.brcutrer.com, Jorgensen Land and Cattle www.jorgensenfarms.com

The weakening dollar suggests international investors are looking for other places to put their money. This could be an opportunity for Europe to finally compete with the US as a safe haven and reserve currency. But Europe is still financially fragmented. Today on the show, Katie Martin and Rob Armstrong discuss a new idea for creating a common regulatory and lending framework. Also they go short the “big, beautiful bill” and short lies from Big Tea. 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.

A lot of people are worried about the Middle East, but markets are doing just fine. Today on the show, Rob Armstrong and Aiden Reiter talk about why investors are buying US again — and whether that will end badly. Also, they go long exotic fruits and the perennial Citigroup buy note. 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.

President Donald Trump has called US Federal Reserve chair Jay Powell “very dumb, hardheaded” and a “numbskull” for not lowering interest rates. But for some reason, people still want Powell's job. Today on the show, Katie Martin and Rob Armstrong look at the contenders. Also, they go long restaurant inflation and community gardening. 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.

Israel and Iran are at war, but markets have yet to freak out. Today on the show, Rob Armstrong and Katie Martin dig into what's happening with oil, the dollar and gold — and what Federal Reserve chair Jay Powell will say following this week's FOMC meeting. Also, they go long New York pizza and golden telephones. 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.

Tesla stock feels like it runs on uncut animal spirits. But the company's fortunes have been bound up with the US government since long before the Trump administration.Today on the show, Rob Armstrong and Aiden Reiter sort through the factors that drive the company's stock. Also, they go long the price of copper and long short shorts.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.

Strategy (formerly MicroStrategy) continues its meteoric rise as new investors purchase a company whose basic business is to own bitcoin. Naturally, the firm has inspired copycats, such as the Japanese hotel developer that just started buying crypto and now trades for more than the value of all its assets. Today on the show, Rob Armstrong and Katie Martin try to figure out if there's any way it doesn't all end in tears. Also, they go short tariffs on solar panels and short fecal transplants.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 last 12 months have been great for Walmart, with its stock price rising on growing sales. And it's all happening despite impending tariffs, and without adding more employees. Today on the show, US consumer editor Gregory Meyer joins Rob Armstrong to discuss what Walmart's success can tell us about the future of American retail. Also, they go short online sports gambling and short New Jersey transit. 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.

Equities are on a tear, led by the usual tech giants that make up the Magnificent Seven. But why? Rob Armstrong and Katie Martin go over the odd landscape of the current American economy, including scepticism about tariffs, inventory stockpiles, strong earnings and a budget that includes a tax on foreign investment in the US. Also they execute a complicated private equity pair trade and go long Nigerian weddings. 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.

Our co-host Rob Armstrong has been talking about the “Taco trade” (Trump Always Chickens Out) for a few weeks, and on Wednesday a journalist asked the US president about it. Trump did not like the question, not one bit. But the internet did. Now traders are worried Trump might not chicken out. Did Rob just crash the US economy? And, if so, would he like to apologise? Also, Katie goes long Elon Musk returning to his day job, and Rob goes short his 15 minutes of fame. 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.

This week, Swamp Notes goes to London for a live recording. Katie Martin, host of the Unhedged podcast, and Chris Giles, author of the FT's Central Banks newsletter, discuss what Trump's next few months might be like. Have markets truly recovered from the “liberation day” shock? What happens after the 90-day tariff pause is over? Our guests weigh in. Subscribe to the new Swamp Notes feed here.Mentioned in this podcast:Read the latest Chris Giles on Central Banks column hereListen to the Unhedged podcast hereSign up for the FT's Swamp Notes newsletter hereSwamp Notes is produced by Katya Kumkova. Topher Forhecz is the acting co-head of audio. Special thanks to Mischa Frankl-Duval and Pierre Nicholson.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

President Donald Trump's ‘big beautiful' bill was passed by the House of Representatives last week. It adds yet more deficit spending to the US budget. But can it survive the bond market? Today on the show, Rob Armstrong and Katie Martin discuss how deficit spending affects the bond market and what can happen when yields rise dramatically. Also they go long the euro as a new international reserve currency and short drinking in bookstores. 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.

This week, Swamp Notes goes to London for a live recording. Katie Martin, host of the Unhedged podcast, and Chris Giles, author of the FT's Central Banks newsletter, discuss what Trump's next few months might be like. Have markets truly recovered from the “liberation day” shock? What happens after the 90-day tariff pause is over? Our guests weigh in. Subscribe to the new Swamp Notes feed here. Mentioned in this podcast:Read the latest Chris Giles on Central Banks column hereListen to the Unhedged podcast hereSign up for the FT's Swamp Notes newsletter hereSwamp Notes is produced by Katya Kumkova. Topher Forhecz is the acting co-head of audio. Special thanks to Mischa Frankl-Duvall and Pierre Nicholson. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Special purpose acquisition companies are basically bags of money looking for businesses to acquire. They boomed in 2021 and then went into hiding. Now they're back and booming. Today on the show, Rob Armstrong and Aiden Reiter survey the frontiers of Spacs. Also they go short the dollar and long jewels. 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.

Each year, The Pew Charitable Trusts releases the “State of the City” report, which offers a data-rich snapshot of Pew's hometown, Philadelphia. In this episode, Katie Martin, who leads Pew's Philadelphia research and policy initiative, breaks down the highlights from the 2025 edition. She discusses the city's successes, such as the decrease in poverty—at 20.3%, it's the lowest it's been in more than two decades—and its ongoing challenges, including the decline in homeownership, and how this troubling trend impacts Philadelphia's ranking as a city of homeowners.