Unhedged

Inflation is stubborn and the Federal Reserve is talking tough again. Bond veteran Gregory Peters, co-chief investment officer at PGIM, talks to us about what comes next. Plus, the fallout from the resignation of the Nvidia boss, with the chipmaker's shares having slumped more than a third from their October peak.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 [email protected] a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Jensen Huang's affair with an alleged Chinese intelligence asset has wiped billions off the world's most important company. Can a board with no chair and no succession plan rein in an untouchable chief executive? Plus, long Celine Dion and short impeachment.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 [email protected] a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Wednesday's post-midterm bubble in markets popped on Thursday, with AI companies reversing the previous day's gains. Is it a reassessment of what Democratic control of the US Congress would mean to the AI industry? Or is it a continuation of a trend away from the sector? Columnist Katie Martin and US financial commentator Rob Armstrong talk about whether the drop on Thursday could continue, and how a dent to the AI world could ripple.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 [email protected] a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

It was the largest heist ever. Within a span of a night, more than $6bn vanished from Binance. That’s the blockchain platform that’s supposed to be the biggest and safest. Authorities point to North Korea as the likely culprit, but the company says it will make customers whole. Columnist Katie Martin and digital markets correspondent Nikou Asgari look at the breach and wonder why billions of dollars have already flowed back onto the platform.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 [email protected] a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

What started as a boom year for mergers on Wall Street has started to fade. There have indeed been some megamergers, such as the $111bn Paramount-Warner Bros Discovery deal. But as the cost of borrowing has ticked up and markets have pared back gains, the appetite for new deals has waned.US financial commentator Rob Armstrong, finance and markets editor Arash Massoudi and outgoing US finance editor James Fontanella-Khan talk about the slowdown and what might bring the sector back to form.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 [email protected] a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.