This week we're sharing an episode from, Unhedged, another podcast from the FT network.

The annual meeting of central bankers in Jackson Hole, Wyoming, is supposed to be an intellectual retreat. Instead, it was overshadowed by personal and political attacks on US Federal Reserve board member Lisa Cook. Today on the show, Katie Martin talks to US economics editor Claire Jones about her reporting from Jackson Hole and what might happen if the central bank falls under the president’s control. Also, we attempt to go long and short but are interrupted by a fire alarm.

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.

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Palantir shares have soared this year, making the data analytics company one of the most valuable listed US tech groups. The FT’s Tabby Kinder explains how a paradigm shift in Silicon Valley helped propel Palantir to new heights and why many think it will be among the biggest winners of more US federal spending on national security, immigration and space exploration – even as others have started questioning its valuation.

Clips from Bloomberg, CNBC, FOX Business, HBO, More Perfect Union, Newsweek, TechCrunch, Palantir Vision, The 92nd Street Y, New York

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For further reading:

Palantir becomes a ‘Trump trade’ as investors bet on higher defence spending

How Donald Trump’s spending bill will boost Silicon Valley’s defence companies

Palantir lifts outlook as AI boom sends quarterly revenue to $1bn

Palantir’s ‘revolving door’ with government spurs huge growth

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Follow Tabby Kinder on X (@Tabby_Kinder) and Saffeya Ahmed on X (@saffeya_ahmed) or follow Saffeya on LinkedIn for updates about the show and more.

Read a transcript of this episode on FT.com

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

This is a revised version of an earlier episode and clarifies the position of Zyn in the US market.

As the popularity of cigarettes has slid in the past couple decades, Big Tobacco has been searching for a new hit product. Now, they think they’ve found it: nicotine pouches. FT reporters Clara Murray and Mari Novik explain how nicotine pouches became popular, and whether they’ll become the sector’s newest addiction or if they will be snuffed out.

Clips from ABC News, ABC4 Utah, CBS Mornings, Theo Von Podcast, Time, TikTok

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For further reading:

The new nicotine hit that could save Big Tobacco

Big Tobacco stock rally reveals uncomfortable truth

Big Tobacco will take heat on its smokeless transformation

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Follow Clara Murray on X (@clara__murray) and Bluesky (‪@claradoodle.bsky.social‬). Follow Mari Novik on X (@marinoevik) and Bluesky(@marinovik.bsky.social‬). Saffeya Ahmed is on X (@saffeya_ahmed), or you can follow her on LinkedIn for updates about the show and more.

Read a transcript of this episode on FT.com

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