Robert Armstrong on coining the Taco trade
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Robert Armstrong on coining the Taco trade
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President Donald Trump fired US attorney-general Pam Bondi, and private credit investors are requesting their money back from Blue Owl Capital at an alarming rate. Plus, the FT’s Robert Armstrong continues our series on Trump’s tariffs with analysis of the Taco trade theory a year later.
Mentioned in this podcast:
Donald Trump fires US attorney-general Pam Bondi
Blue Owl struck by $5.4bn of redemption requests
Taco trade theory and the US market’s surprise comeback
Listen to the FT News Briefing’s tariffs series here
Note: The FT does not use generative AI to voice its podcasts
Today’s FT News Briefing was hosted and edited by Marc Filippino, and produced by Saffeya Ahmed and Sonja Hutson. Our show was mixed by Sam Giovinco. Additional help from Gavin Kallmann and Michael Lello. Our executive producer is Topher Forhecz. Cheryl Brumley is the FT’s Global Head of Audio. The show’s theme music is by Metaphor Music.
Read a transcript of this episode on FT.com
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