Unhedged
Today: #171 in Business on our combined chart.
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Ranking history
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| Date | Apple Podcasts |
|---|---|
| Oct 3 | #156 |
About the show
Latest episodes
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Hyperscale my debt!
October 1, 2026 · 20 minWhile most people are distracted by the latest blow-up in US Treasuries, our hosts Katie Martin and Rob Armstrong lift the lid on a less watched corner of the debt markets. The world’s hyperscalers – giant companies such as Amazon and Meta…
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An ode to stock picking
September 29, 2026 · 19 minOver the summer, the FT held a revamped version of its stock picking game – think fantasy football for the global equity markets. Some 13,000 people took part – a shocking number considering how unfashionable active fund management has…
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Bond bombshell
September 24, 2026 · 22 minGlobal bond yields took a big leg up on Wednesday, with the US 10-year Treasury now well north of 5 per cent. Could further rises trip up a heavily indebted government? Or perhaps an overleveraged hedge fund, with untold market fallout?…
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Turkish dismay
September 22, 2026 · 17 minInvestment funds boast triple-digit returns. Retail investors enthusiastically pile in. Then – surprise! – they turn out to be scams… and implode. The story that played out in Istanbul last week may be as old as the city’s Grand Bazaar…
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News alert: Fed acts normal
September 17, 2026 · 20 minIn response to persistently above-target inflation, the Federal Reserve raised interest rates a quarter-point this week. Typically, this would not merit a full podcast. But in our current world – which includes a persistently Fed-baiting…
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Should markets discount the AI apocalypse?
September 15, 2026 · 22 minWhen the Terminator robots come for us all, will there be anywhere safe to run? Certainly not the US Treasury market, where the 10-year yield just broke the totemic 5% level. It’s a sobering thought. But hosts Katie Martin and Rob…
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Oil, yen and egonomics
September 10, 2026 · 22 minUS Treasury secretary Scott Bessent cowed currency traders this week by claiming anyone shorting the yen was betting against “the house”. But he has failed to will US government borrowing costs lower, while his boss has failed to will the…
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Unhedged Live: How Katie was “right all along”
September 8, 2026 · 27 minKatie called it – so she claims. There are signs that foreign investors may be losing trust in US assets. This has been the source of a running debate between the hosts Katie Martin and Rob Armstrong on this podcast, and Rob finally…