Unhedged

• Martin Wolf on the economics of populism

  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 [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 vigorous nods of Bessent

  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 [email protected] a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

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• Will the US bail out Argentina?

  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 [email protected] a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

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• Japan’s next move

  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 [email protected] a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

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• Rare earth quake

  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 [email protected] a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

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