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Financial Times & Pushkin Industries

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What went right in 2025? What could go wrong in 2026? Recorded last week for the FT’s digital conference The Global Boardroom, Katie Martin and Rob Armstrong talk with Ian Smith, the FT’s senior markets correspondent, about the incredible resilience of the US stock market, and the challenges ahead. Also, they go long boring companies and short KPop Demon Hunters… Play episode

Who gets to buy Warner Bros Discovery?
A satanic list of inflationary factors
Bonds vs budgets
What are the hedge funds shorting?
Nvidia's crazy day
Big deals in Big Pharma
Is the K-shaped economy real?
Is the US an emerging market?
DIY data
Is Big Tech spending too much money?
Martin Wolf on the economics of populism
The vigorous nods of Bessent
Will the US bail out Argentina?
Japan’s next move
Rare earth quake
UK Budget blues
AI peak is peak AI
Introducing Untold: Toxic Legacy
Gold now! Gold forever! Only gold! Gold! Gold!
AI, shutdowns and shadow banks
The largest leveraged buyout in history?
Troubling signs in corporate debt
Hedging the dollar
Should companies report only twice a year?
Private equity’s public reckoning
The mystery of the vanishing jobs
Live from the FTWeekend Festival in London
What’s a central bank supposed to do?
OK, Doomer
The people’s chip manufacturer
The Fed under attack
The new pump and dumps
Is the market too concentrated?
Will markets ever care about anything?
Lies, damn lies and statistics
Swamp Notes: Trump’s case against Fed chair Powell
The Economics Show: Trump is accelerating the dollar’s decline
The Little Railroad Merger That Could
The EU folds on tariffs
Is M&A turning around?
Robotaxis, tech earnings and 24-hour trading
Is Nvidia really worth $4tn?
Heinz, Kraft and Warren Buffett
The secret giant of finance
Three surprises that might spook the markets
The dilapidated dollar
Building a big beautiful Europe
Can anything stop the US economy?
Who wants to be a Fed chair?

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Unhedged

Financial Times & Pushkin Industries

Podcast

Episodes

Latest Episodes

Can 2026 match 2025?