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
Oct 9
AI peak is peak AI
Is AI making everybody richer? Or just more entangled in each others’ business? Today on the show, Rob Armstrong and Lex editor John Foley try to untangle the growing web of companies investing in each other. Also they go long steak and long cocoa. For a free 30-day trial to the ... Show More
21m 9s
Oct 9
Introducing Untold: Toxic Legacy
Introducing Toxic Legacy, a new season of Untold from the Financial Times. Host Laura Hughes uncovers a lead poisoning epidemic across the UK. You might be living with lead and not know it: the toxin is often invisible to the human eye, but wreaks havoc on our bodies once we’re e ... Show More
2m 16s
Oct 7
Gold Now! Gold Forever! Only Gold! Gold! Gold!
Gold keeps hitting all-time highs, and no sober talk about speculation or productivity has stopped it. Today on the show, Rob Armstrong and Katie Martin take stock of the frenzy. Also they go short the yen and long Japanese stocks. For a free 30-day trial to the Unhedged newslett ... Show More
19m 55s
Recommended Episodes
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
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
Feb 2024
Google says Microsoft pitched Bing sale to Apple
Google (GOOGL) (GOOG): Microsoft (MSFT) offered to sell Bing to Apple (AAPL) when pitching default deal. (00:23) Walt Disney (DIS), Reliance sign pact to merge Indian media operations - report. (01:27) Ford (F) halts shipments of electric F-150 truck due to quality issue. (02:36) ... Show More
6m 52s
Feb 2024
ATH Tout va bien dans le meilleur des mondes : Vraiment Vrai ?
Tous les matins en Podcast, je décrypte l'actualité économique, les marchés et Cryptos, et partage mes stratégies de Trading et d'Investissement.Des fois, les Samedis (OUI il FAUT QUE je relance ça ! ), l'Interview d'un expert ou d'un investisseur sur les marchés pour partager ex ... Show More
32m 15s
Jan 2024
🤌 "Mob Wife Life" — The Soprano's salami strategy. Where Ya Bin's purge pricing. IBM's mysterious stock pop
The #MobWifeAesthetic is trending thanks to the Soprano’s 25th anniversary TikTok account — HBO cut The Sopranos into 25 second episodes because of “The Salami Strategy.”IBM’s stock is (shockingly) close to an all-time high — So we’re looking at what IBM actually does, and why pr ... Show More
20 m
Feb 2024
TIP609: Fooled by Randomness by Nassim Taleb
On today’s episode, Clay reviews Nassim Taleb’s book – Fooled by Randomness.Nassim Taleb is a Lebanon-born American mathematician and statistician whose work concerns problems of randomness, probability, and uncertainty. He’s very well known for his popular books, including The B ... Show More
1 h
Feb 2024
Deep Dive: Exploiting the "Vicarious Hand Effect" in Marketing
How does a photo holding a product move the needle in terms of that product's consumer perception? More than you'd think. Tod speaks to a researcher who studied this effect. There are many advantages of e-commerce for the consumer — they can shop from home, it’s easier to ... Show More
16m 6s
Jan 2024
“Fog of War” - The Scary Truth About Ukraine and Russia
Patrick Bet-David explains what is really happening between Ukraine and Russia. Additionally, how the missile shortage is threatening the security of European members of NATO. Connect one-on-one with the right expert to get the answers you need with Minnect: https://bit.ly/3MC9IX ... Show More
11m 30s
Oct 2023
Checks and Balance: War in the Middle East
In recent years the US has facilitated a warming in relations between Israel and its Arab neighbours but, after Hamas attacked Israel, that is under threat. What should America’s Middle East strategy be now? John Prideaux hosts with Charlotte Howard and Idrees Kahloon. They’re jo ... Show More
45m 41s
Aug 22
STIMULATED: THINGS MEN ARE SCARED OF
Merch goes live 24th August on Patreon, 25nd August to the public!!Join Patreon here https://patreon.com/Relatables69?utm_medium=unknown&utm_source=join_link&utm_campaign=creatorshare_creator&utm_content=copyLinkTIMECODE 0:00 Intro 1:18 Stay Silent 4:47 You catch feelings fast wh ... Show More
15m 29s