Katie Martin

Is Donald Trump actually a master of getting markets exactly where he wants them?

This is Unhedged, your friendly markets and finance podcast in the Financial Times.

I'm Pushkin.

I'm Katie Martin, a markets columnist at the FT in London, where it's warm, it's cold, it's warm again.

No one knows what to wear.

It's chaos.

And I'm joined through the miracle of technology by the larger than life, Mr. Robert Armstrong, all the way over there in New York City.

Rob, how is the Big Apple?

We're here for you, listeners.

So, look, it's maybe like a riddle and it's maybe not, but it's definitely a thing that, like, the cuffs and collars in markets just don't match at the moment.

You were out in Switzerland talking to energy people the other week.

Yes.

I was writing about this yesterday.

All the sort of energy analysts are saying, I don't like this much.

I think the Strait of Hormuz is going to be basically impassable for much longer than I previously thought.

I think oil prices are going to be much higher than we previously thought.

I think this is going to go on for longer.

I think it's going to be economically more painful than we perhaps thought at the start of this crisis.

And yet, like, markets are still like, dee, dee, dee, dee, dee.

That's nice, Rob.