Skip to content
TrackPodcasts
businessApr 29, 202521:52pending

Bad shipping news

Unhedged

About this episode

Air and sea freight bookings for international cargo are plunging. As the reality of empty shelves starts to hit consumers, will Donald Trump blink? Today on the show, Katie Martin and Rob Armstrong try to figure out how long the US president can hold out, and wonder, if he does blink, how long it might take to get trade going again. Also they go long Greggs bakery chain and short the AAII Investor Sentiment Survey.


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 [email protected].


Read a transcript of this episode on FT.com


Hosted on Acast. See acast.com/privacy for more information.

Get every episode summarized

Each time Unhedged publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

Hosts & guests

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

Bad shipping news

Unhedged

0:00
21:52

More episodes

More from Unhedged

View all episodes →