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EPISODE · May 21, 2026 · 22 MIN

The oil reserves dwindle

from Unhedged

As the Iran war hits three months, oil and gas reserves are running out. Today on the show, Katie Martin speaks with the FT’s energy editor Malcolm Moore about what happens when the world’s energy supply buffers are gone. Also, they go long “lower-value” human capital and short barnacles. 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] a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

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The oil reserves dwindle

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Unhedged Finance Unhedged Finance Unhedged Finance is a finance podcast that cuts through market noise to explore investing, economics, and financial risk without spin. The show examines stocks, macro trends, and policy impacts with clear analysis and candid discussion. Designed for thoughtful investors, it helps listeners understand uncertainty, challenge assumptions, and make more informed decisions in volatile markets.

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How long is this episode of Unhedged?

This episode is 22 minutes long.

When was this Unhedged episode published?

This episode was published on May 21, 2026.

What is this episode about?

As the Iran war hits three months, oil and gas reserves are running out. Today on the show, Katie Martin speaks with the FT’s energy editor Malcolm Moore about what happens when the world’s energy supply buffers are gone. Also, they go long...

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