Katie Martin, a seasoned markets columnist for the Financial Times and the host of the Unhedged podcast, shares her insights on the impending market shifts as Trump potentially reshapes tariffs. She discusses navigating inflation, the challenges posed by China in the AI sector, and the disconnect between financial markets and everyday life. As viewers prepare for possible economic turbulence, Katie emphasizes wise investing strategies and explores the potential economic opportunities in post-conflict Ukraine, weaving in humor with a debate on kitchen gadgets.

Experts Ethan Wu and Katie Martin discuss China's lagging market, government interventions, challenges faced by Chinese officials, and investor choices. They also touch on deflation impact, shorting snowball derivatives, and a Colorado pastor's crypto scam.

Katie Martin, a savvy commentator on the Federal Reserve, joins analyst Rob Armstrong, who predicted the Fed's unexpected interest rate cut. They dive into the Fed's surprising actions and the potential reasons behind them, contrasting the optimistic market reaction with looming economic concerns. The duo also cheekily debates the well-being of junior bankers at JPMorgan Chase and the ongoing drama of the UniCredit-Commerzbank merger, analyzing its implications and the historical context of European banking.

Researchers at the University of Chicago took a fairly standard large language model of AI and fed it a bunch of balance sheets and income statements and asked it to make predictions about earnings. In backtests, AI beat human calls by a small margin, and outperformed the market generally. Have fund managers been dealt yet another kill shot? Katie Martin and Robert Armstrong discuss, and go long shareholder commitments, and the musical genius of Yuja Wang.For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedofferYou can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Financial Times journalist Katie Martin discusses the European Central Bank's interest rate cut after five years, the potential EU accession talks with Ukraine, and the revival of the London Stock Exchange. The podcast explores the cautious approach of the ECB, the performance of the UK market and LSE, and the growing optimism among investors.