Katie Martin, Robert Armstrong and other markets nerds at the Financial Times explain the big ideas behind what’s happening in finance right now. Every Tuesday and Thursday on Acast, Apple Podcasts, Pocket Casts or Spotify.
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Tech stocks are spending billions of dollars. What are they getting?
A conversation about the long-term measurable effects of populist policies
How the US Treasury secretary manages up
Or is this the end for Javier Milei’s experiment in “anarcho-capitalism”?
A new prime minister may mean new policies
The US and China stand-off over the metals of the future
How will the UK balance spending and taxes?
What does cross-ownership mean for the markets?
Introducing Toxic Legacy, a new season of Untold from the Financial Times.
Is it possible to get more excited about gold?
Today on the show, a grab bag of growing problems
Unpacking the purchase of Electronic Arts
Are we at a turn in the private credit cycle?
Investors are buying US assets and selling the dollar
The US president thinks so
Investors want their money back
US jobs numbers have been revised way down. What does that mean?
At the FT’s autumn event, discussing the aftermath of the Taco trade
The history of central banks contains a lot of uncertainty and a lot of politics
Assessing the case for a collapse
President Trump’s stake in Intel increases the government’s role in the economy
How long can the US central bank stay independent?
Sketchy stocks are soaring… and crashing
Tech accounts for 40 per cent of the value of the S&P 500. Is that too much?
Wall Street climbs a wall of worry
