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Unhedged

Unhedged Live: How Katie was “right all along”

27 min•8 september 2026

Om avsnittet

Katie called it – so she claims. There are signs that foreign investors may be losing trust in US assets. This has been the source of a running debate between the hosts Katie Martin and Rob Armstrong on this podcast, and Rob finally concedes she may have a point. Awkwardly for him, he does so in front of a live audience, for a special episode recorded at the FT Weekend Festival in London’s Kenwood House. Plus, Rob goes long a Scotch whisky carry trade, while Katie goes long our lovely Unhedged audience.


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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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