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Unhedged

OK, Doomer

21 min2 september 2025

Valuations are high. Employment is down. The Federal Reserve is under attack. For many market watchers, this looks a lot like a recipe for disaster. Today on the show, Rob Armstrong and Katie Martin discuss the case for a collapse. Also, they go long the UK and long September. 


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You can email Robert Armstrong and Katie Martin at [email protected].


Read a transcript of this episode on FT.com

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