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Unhedged

What has changed?

4/9/202621 min

As President Donald Trump’s confusing messages on the Iran war seem to coalesce around a retreat, markets have risen. But are we really going back to anything like what we had before February 28? Today on the show, Katie Martin and Rob Armstrong try to understand the meaningful changes that will persist. Also, they go long bank earnings and short "maxing" anything. 

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 unhedged@ft.com.

Read a transcript of this episode on FT.com

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Clips

Showing 10 of 11
No Path Back Anymore
Two-Year Yield Speaks Volumes
From Dreamland To Realism
Why Big Tech Looks Cheaper
Microsoft’s Buy Signal
Iran’s Bitcoin Toll Twist
The Scale Problem With Crypto
Our War, Your Problem
We’re Not Going Back
War Is Great For Trading

Transcript preview

First 90 seconds

  1. Katie Martin· Host0:00

    [intro jingle] Pushkin. Investors wanna believe so bad. They want this war in Iran to be over so they can get back to the happy, shiny world they had imagined at the start of the year. More than anything, they want to buy the dip. This week, they once again grabbed the apparent opportunity to do just that. Donald Trump, for it is he, declared he had reached a ceasefire with Iran. Pete Hegseth, defense secretary, said Iran had in fact begged for one. Rob, I can hear you slurping your coffee.

  2. Robert Armstrong· Host0:39

    Sorry.

  3. Katie Martin· Host0:39

    Oil prices dropped, stock prices jumped, happiness and joy across the world for, like, a day.

  4. Robert Armstrong· Host0:47

    Mm.

  5. Katie Martin· Host0:48

    Today on the show, the ceasefire seems to be shaky, but markets are trying to cling onto it. Why? What is that about? This is Unhedged, the markets and finance podcast from the Financial Times. I'm Pushkin. I'm Katie Martin, a markets columnist here at FT Towers in an unseasonably warm London. It is no coat weather, people. Joining me down the line from New York City is the coffee slurper who spawned a million memes, Mr. Robert Armstrong.

  6. Robert Armstrong· Host1:17

    Good morning.

  7. Katie Martin· Host1:18

    Rob, uh, have you finished your, have you finished your breakfast now?

  8. Robert Armstrong· Host1:20

    No, I'm right in the middle. By this time of the week, I'm a little tired, and I need a pretty continuous drip feed- Yes ... of caffeine to keep

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