Unhedged Podcast
1) The billionaire charged with insider trading
Joe Lewis, 86, is a billionaire. He made his money trading currency, among other things. And he likes to keep a low profile. That could change with his appearance in court this week in New York, respo...Show More
2) 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 ...Show More
3) UK Budget blues
On November 26, parliament will make the UK an offer it can’t refuse: The 2026 Budget. But the UK can complain about it! And likely will, as it will almost certainly include increased taxes on the mid...Show More
4) AI peak is peak AI
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 eac...Show More
5) Introducing Untold: Toxic Legacy
Introducing Toxic Legacy, a new season of Untold from the Financial Times. Host Laura Hughes uncovers a lead poisoning epidemic across the UK. You might be living with lead and not know it: the toxin ...Show More
6) Gold Now! Gold Forever! Only Gold! Gold! Gold!
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 th...Show More
7) AI, shutdowns and shadow banks
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 w...Show More
8) The largest leveraged buyout in history?
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 ...Show More
9) Troubling signs in corporate debt
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 troub...Show More
10) Hedging the dollar
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 dire...Show More