Unhedged

Financial expert Katie Martin and UK business correspondent Michael O’Dwyer discuss the new UK listing rules meant to attract innovative companies. They debate if the rules will boost London's status as a listing hub. Topics include challenges facing the London Stock Exchange, impacts of the rule revisions, and financial success of professional services firms.

Venture capitalist Vinod Khosla discusses his 20-year experience investing in renewable energy, emphasizing long-term bets on solutions like fusion power. The podcast also covers the future of green tech, the debate on existing green technology solutions, and the challenges and opportunities of investing in the sector.

Entertainment industry expert Robert Armstrong and deals reporter James Fontanella-Khan discuss the Paramount-Skydance merger and the future of entertainment in Hollywood. They delve into the complexities of the deal, the competitive landscape in the streaming industry, and explore the potential impacts of consolidation. Additionally, they share predictions and banter about the Euros football final.

FT's economics commentator Chris Giles discusses the impact of recent elections in the UK and France on global markets and finance. The podcast delves into the changes in government, economic strategies, market implications, and the importance of trust in politics. It also explores portfolio diversification, caution with election polls, and the role of the European Central Bank in stabilizing financial markets.

FT's US banking editor, Josh Franklin, discusses Morgan Stanley's CEO push for an 'integrated firm' model. They explore challenges in the banking industry, short the US housing market, and share insights on summer in NYC.

FT's chief economics commentator, Martin Wolf, discusses the shift towards protectionism in US economic policy and its future impact. They delve into historical successes of industrial policy in countries like the US, Germany, and China. The podcast also explores the role of government support in industry success and the benefits of aging societies.

Explore the failed IPO of a company selling pricey worn-out sneakers, discussing challenges in the luxury market. Delve into complexities of IPOs and failed acquisition deals, influenced by geopolitical factors. Discuss universal retirement savings coverage and soccer predictions. Analyze Sterling's performance against the Euro amid positive market sentiments and upcoming French elections.

Elon Musk's massive $50 billion pay package from Tesla gets shareholder approval, making him richer. The podcast also discusses long teams without stars, shorting climate change, and Tesla's move to Texas under Musk's leadership.

Chris Giles, The FT’s economics commentator, joins the host to discuss the recent actions of the Federal Reserve and the market's response. They delve into central bankers' challenges, rate arbitrage, US election impact, and analyze the relationship between currency fluctuations and inflation in the Eurozone.

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.