logo
episode-header-image
Oct 2023
17m 17s

Three markets we’re watching

Financial Times & Pushkin Industries
About this episode

Conflict in the Middle East is dominating the news this week. Today on the show, we’re looking at three markets that traditionally respond to disruption: oil, the yen and gold. Also, we go long training for marathons and short the next 10 years for private equity. 


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 X, formerly 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
Today
The secret giant of finance
Jane Street is one of the biggest traders in the world, and they have become embroiled in accusations of market manipulation in India. Today on the show, Katie Martin and special guest Robin Wigglesworth, from the FT’s Alphaville newsletter, try to explain how Jane Street got so ... Show More
22m 42s
Jul 8
Three surprises that might spook the markets
Despite looming economic problems, the stock market continues to climb. Today on the show, Katie Martin, Rob Armstrong and Aiden Reiter ask what could finally end the party. Also they go short consultants and short hot yoga. Sign up for the FT Weekend Festival at ft.com/festival ... Show More
22m 33s
Jul 3
The dilapidated dollar
The US dollar is having its worst year since 1973. And 1973 was a really bad year. As the US takes a break to celebrate independence from the UK, Katie Martin and Ian Smith discuss the glow-down of the greenback. Also they go long forensic accountants and long aged hedge funders ... Show More
22m 58s
Recommended Episodes
Jun 2024
🐂 “Lone Star Stock Exchange” — Texas’s new stock market. Champion’s final sweatshirt. Boeing’s space launch.
Texas is building its 1st stock market… either because of politics or competition.Sweatshirt icon Champion is getting sold and (kinda) shut down… because of our Fads rule.Boeing is back after launching NASA astronauts into space… and this involves Elon and urinals.Plus, the hot n ... Show More
25m 23s
Jun 2024
There Exists a Not-Inconsequential Chance This Headline Will Make You Skip Today's Podcast Offering
Dumb it down — new research says the simpler you make your headlines, the more people will click on them. Also: Instagram's latest ad format is just as irritating as it sounds. A huge player exits the ad business entirely. And podcast listeners might just be the nicest people ... Show More
10m 11s
Jun 2024
Carter Looks At Yields + Market Sentiment Vibe Check
Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, June 4th. --Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribeMRKT Call is brought to you by our presenting sponsors CME Group, ... Show More
37m 6s
May 2024
Cool The Engines
Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Wednesday, May 22nd Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe--About the Show:MRKT Call is a daily video series with CNBC Fast Money’s Guy Ada ... Show More
57m 18s
Mar 2024
I’d Rather Be A Bull: A Conversation with David Rosenberg
On this episode of “On The Tape,” David Rosenberg of Rosenberg Research joins Dan Nathan and Guy Adami for the full show! Topics they hit include what the bears got wrong about the stock market (2:30), market concentration (8:00), liquidity (11:45), the AI boom comparisons to the ... Show More
50m 2s
Aug 2023
Kim Kardashian, business genius?
The success of Kim K.’s apparel brand Skims — now valued at $4B — is proving doubters wrong. Plus: China tries to keep teens off screens, Ferrari is having a big year, and more. Join our hosts Juliet Bennett Rylah, Ben Berkley, and guest, Lestraundra Alfred (Principal Marketing M ... Show More
13m 40s
May 2023
MM113: Nvidia's blowout earnings & is the bear market rally about to end?
Welcome back to the Friday podcast where I'm joined by AmplifyME co-founder Piers Curran to talk all things global markets. Three hot topics up for discussion this week: 1) Nvidia's earnings, which resulted in their shares skyrocketing 25% to become the fourth largest company in ... Show More
38m 47s
Jul 2024
Bic for Her: the pitfalls of gendered marketing
You’d think a simple pen company couldn’t spark outrage, but Bic somehow got the job done. Bic for Her, a collection of smaller, pinker pens for women, debuted in 2011 and immediately caused controversy. But how did something like this even get greenlit and how long did it last o ... Show More
11m 43s
Apr 2024
Now Bulls Can’t Leave with Ben Kallo of RW Baird
On this episode of “On The Tape,” Dan Nathan, Guy Adami and Danny Moses discuss the stock market moving on Fed cut expectations (3:00), what the rally in gold is telling us about the market (14:00), weakness in the Yen (17:00), the Jobs Report (18:00), huge moves in some of the b ... Show More
1h 5m