This engaging discussion features Gillian Tett, a seasoned economics commentator, and Katie Martin, a financial market expert. They delve into the recent decline of the U.S. dollar and how market volatility, influenced by unpredictable policies, may be a strategic move by Trump's team. Together, they explore the implications of a weaker dollar, potential benefits for the U.S. economy, and how investor uncertainty reshapes financial behavior. They also touch on intriguing global financial stories, connecting local events to broader economic trends.

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.

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.