Episode notes
It’s been a hot summer, and not just in terms of weather. European and UK equities markets have matched US returns and are at record levels. Today on the show, Katie Martin talks with senior markets correspondent Ian Smith about the surprising returns for the old world. Also they go long Wetherspoon pubs and long implied volatility. Save 10% on tickets to the London FT Weekend Festival with the code FTPodcast. Visit ft.com/festival to find out more. 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…
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20 Aug 2026 · 17 min
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18 Aug 2026 · 23 min
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11 Aug 2026 · 22 min
Why the yen matters
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6 Aug 2026 · 44 min
The Economics Show: China wanted western tech. Now, the tables have turned.
Today, we're bringing you an episode from another podcast in the FT stable: The Economics Show with Soumaya Keynes For decades, China accelerated its industrial development through a straightforward bargain: foreign firms invested in China, often through joint ventures, gaining access to the enormous Chinese market, while Chinese companies absorbed western tech and knowhow. Today, that dynamic is changing. China's high-tech industries are now world-leading, and western governments are looking on enviously. So should the US and EU now take a page from China's playbook? Host Soumaya Keynes…
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4 Aug 2026 · 57 min
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8 Oct 2026 · 22 minNew
Is France too blasé about borrowing costs?
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6 Oct 2026 · 20 min
There is only one trade
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