logo
episode-header-image
Aug 2023
17m 43s

The central bankers’ rodeo

Financial Times & Pushkin Industries
About this episode

The central bankers of the world are just back from Jackson Hole, Wyoming, where they gathered to discuss the global economy. Two new papers dropped at the event, and together they say a lot about what worries policymakers: public debt and the Treasury markets. Also, we go long the SEC’s private fund regulations and short the neutral interest rate. 


For a free 90-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on Twitter. You can email Ethan at ethan.wu@ft.com.


Read a transcript of this episode on FT.com


Hosted on Acast. See acast.com/privacy for more information.

Up next
Yesterday
What are the hedge funds shorting?
<p>Short interest in the market is rising. But what are the big players betting against? And what can investors learn from it? Today on the show, Katie Martin joins the editor of the FT’s Alphaville newsletter Robin Wigglesworth to discuss high finance’s low expectations. Also th ... Show More
22m 46s
Nov 20
Nvidia's crazy day
<p>In the morning, Nvidia’s earnings report seemed to have cured the market of its jitters about an artificial intelligence bubble. And then it didn’t. Today on the show, Katie Martin and Rob Armstrong try to figure out if the chipmaker’s numbers are soothing or scary. Also they ... Show More
23m 40s
Nov 18
Big deals in Big Pharma
<p>The battle between Novo Nordisk and Pfizer to acquire Metsera is over. But is this merger a sign of strength or weakness for the industry? Today on the show, Rob Armstrong talks with US finance editor James Fontanella-Khan about the pressures on drug companies from Washington ... Show More
20m 44s
Recommended Episodes
Nov 2021
Bond investors and central banks
<p><strong>Read a transcript of this episode on FT.com</strong></p><p><a href="https://www.ft.com/content/d6716d79-4cbd-4955-b07b-64740a4a6d5b" rel="noopener noreferrer" target="_blank">https://www.ft.com/content/d6716d79-4cbd-4955-b07b-64740a4a6d5b</a></p><br><p>The White House ... Show More
10 m
Mar 2023
The Banking Crisis Is Opening a New Chapter of Capitalism
A lot has been said about the collapse of Silicon Valley Bank and Credit Suisse. But one important thing revealed by those closely scrutinized failures has largely gone unnoticed: the changing relationship between governments and banks.  Bloomberg Editor-In-Chief John Micklethwai ... Show More
28m 57s
Apr 2024
Prime money markets funds are in trouble
<p>Three more US regulators have opened probes into Morgan Stanley, managers are planning to shut or convert US prime money market funds ahead of new regulations, and the European Central Bank held interest rates steady. Plus, sanctioned Russian oligarchs got a big win in a top E ... Show More
13m 29s
Mar 2024
A radical change for the US Treasury market
<p>The past several years in the US Treasury market have not been what you’d call smooth sailing. Three crises in a decade recently pushed regulators to introduce important changes to the world’s largest and most liquid market. The Securities and Exchange Commission passed the mo ... Show More
15m 40s
Feb 2024
Out Of Koch Money
<p>Tuesday, February 27th, 2024</p><p>Today, Ken Chesebro concealed secret Twitter account communications from Michigan prosecutors; Manhattan DA Alvin Bragg has asked for a gag order in the upcoming election interference hush money trial of Donald Trump; Russia tied hackers issu ... Show More
38m 13s
Feb 2024
What The Supreme Court Might Do to Social Media & Pillow Talk Insider Trading
Episode 266: Neal and Toby discuss the landmark US Supreme Court case that will debate the first amendment vs controlling what you see on social media. Next up, a breakdown of Warren Buffett's annual letter to investors and how one man overheard his wife's conversations while wor ... Show More
26m 5s
Aug 2018
Hard to See Trump's Google Attack Spurring Change
Shira Ovide, Bloomberg Opinion technology columnist, on Trump tweeting that Google rigs its search results to display only negative stories about him. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, on markets, current investment strategy, and why this bull market ... Show More
31m 20s
Feb 2024
Danielle DiMartino Booth on America's game of thrones
Danielle DiMartino Booth shares why Jerome Powell is a man on a mission and why this is where he wants to be (0:35). Should we trust economic data coming out? (2:20) Importance of following real time layoff data (4:30). This is an abridged conversation from a recent Investing Exp ... Show More
6m 30s