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Content provided by Financial Times & Pushkin Industries, Financial Times, and Pushkin Industries. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Times & Pushkin Industries, Financial Times, and Pushkin Industries or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
As the election nears, Wall Street is starting to talk more about what a bet on a second Trump presidency might look like. Today on the show, we cover possible outcomes for inflation, long-term bond yields, currency manipulation, corporate taxes, protectionism, isolationism, threats to the independence of the Federal Reserve and even the rally in small-cap stocks. Also we go long sterling and short the Russell 2000.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com.
Hosted on Acast. See acast.com/privacy for more information.
117 episodes
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Manage episode 430422807 series 3483934
Content provided by Financial Times & Pushkin Industries, Financial Times, and Pushkin Industries. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Times & Pushkin Industries, Financial Times, and Pushkin Industries or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
As the election nears, Wall Street is starting to talk more about what a bet on a second Trump presidency might look like. Today on the show, we cover possible outcomes for inflation, long-term bond yields, currency manipulation, corporate taxes, protectionism, isolationism, threats to the independence of the Federal Reserve and even the rally in small-cap stocks. Also we go long sterling and short the Russell 2000.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com.
Hosted on Acast. See acast.com/privacy for more information.
117 episodes
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