# Unhedged Live: How Katie was “right all along”

An episode of [Unhedged](https://invisiblenetwork.ai/podcast/1691284824), 8 Sep 2026, 27 min.

Audio: https://sphinx.acast.com/p/open/s/6478a825654260001190a7cb/e/6aa05d583dd40cf71e4ce2c3/media.mp3

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.

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