Unhedged Live: How Katie was “right all along”

Unhedged Live: How Katie was “right all along”

September 8, 2026 · 27 min

About this episode

Katie Martin argues that foreign investors may be losing trust in US assets, leading to a debate with Rob Armstrong during a live podcast episode.

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. 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

Topics covered

Keywords

Sponsors

Financial Times

Mentioned in this episode

Organizations: Financial Times, Unhedged

Products: Scotch whisky

Places: London, Kenwood House

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