How to surf turbulent markets

How to surf turbulent markets

June 23, 2026 · 28 min

About this episode

Katie Martin and Rob Armstrong discuss how to navigate turbulent markets with investor Ruchir Sharma.

The AI boom is tossing equities around like tiny boats. Today on the show, Katie Martin and Rob Armstrong ask investor Ruchir Sharma how to ride it all out. Sharma is the chair of Rockefeller International and the author of What Went Wrong with Capitalism . The show was recorded at the FT Weekend Festival in New York. Also they go long quality stocks that are out of the tech spotlight and short sharks.  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 Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Hosts: Katie Martin, Rob Armstrong

Guest: Ruchir Sharma

Topics covered

Sponsors

Financial Times

Mentioned in this episode

Organizations: Rockefeller International, Financial Times

Books & works: What Went Wrong with Capitalism

Places: New York

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