Is the wild ride worth it?

The AI boom is tossing equities around like tiny boats. Today on the show, Katie Martin and Rob Armstrong ask investor Ruchir Sharma how to ride it all out. Sharma is the chair of Rockefeller International and the author of What Went Wrong with Capitalism. The show was recorded at the FT Weekend Festival in New York. Also they go long quality stocks that are out of the tech spotlight and short sharks.

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You can email Robert Armstrong and Katie Martin at unhedged@ft.com.

Read a transcript of this episode on FT.com

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The episode explores going long on quality stocks and shorting other assets.","bullets",[300,301,302],"The AI boom is creating market volatility.","Investor Ruchir Sharma offers advice on navigating these markets.","Strategies include investing in quality stocks and potentially shorting other assets.","persons",[305,306,307,308],"Katie Martin","Rob Armstrong","Ruchir Sharma","Roula Khalaf","places",[311],"New York","words",136,"sentiment","subject","economy","meta",{"_319":320,"_321":322,"_355":330},"type","bee:get-index-of-articles","schedule",{"_27":323,"_51":-5,"_324":325,"_83":-5,"_326":327,"_328":193,"_329":330,"_331":89,"_86":87,"_315":-5,"_332":-5,"_333":-5,"_334":-5,"_335":87,"_281":282,"_336":337,"_54":337,"_338":339,"_340":89,"_341":342,"_56":343,"_344":-5,"_345":87,"_85":121,"_346":347,"_348":-5,"_349":350,"_351":-5,"_352":193,"_353":-5,"_354":-5},"9a4a2679-adbf-42ce-88c8-35e1024b38f0","npub","npub1rw996rtg9p386q5avnry72393ht6463shrw5ch24lmn57vm75wesf63wfr","jobId","e64bfb63-355c-411e-a582-e997d6ee6932","order","rssUrl","https://www.ft.com/artificial-intelligence","system","userRef","xHandle","xUserId","autosign","syncedAt","2026-05-27T20:25:32.338Z","frequency","daily","isOwnBlog","nextRunAt","2026-06-24T20:29:26.858Z","2026-06-23T20:29:27.842Z","xUserName","autopublish","sourceVariant","rss","systemVariant","scheduleVariant","scraping-bee-default-proxy","retryArticlesIds","frequencyMultiplier","xUserProfilePicture","ownershipConfirmedAt","dataSourceUrl","eventId","999d9c18114f537e654388a042ef92b56bf3a4b4e6335843346c096120d0ee14","nostrRootEvent","event",{"_27":357,"_361":362,"_138":193,"_83":363,"_375":374,"_274":376,"_377":378},"sig","8e786a72237cf7648cc76f34cf5b693429210e0d683d21dec6854e29a1e2e4fc7c2d63fdf7282b582f27d69cf9c888b87b41399cc62286597299b8b7aef9a64d",[364,365,366,370,373],[315,259],[45,267],[367,368,40,369],"a","30023:1b8a5d0d6828627d029d64c64f2a258dd7aaea30b8dd4c5d55fee74f337ea3b3:aae5197f-64e6-46a2-b199-1ecf662bbf66","mention",[371,372],"client","Layer3.press",[141,374,40],"1b8a5d0d6828627d029d64c64f2a258dd7aaea30b8dd4c5d55fee74f337ea3b3","pubkey","How to Surf Turbulent Markets\nRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.\n\n\nnostr:naddr1qvzqqqr4gupzqxu2t5xks2rz05pf6exxfu4ztrwh4t4rpwxaf3w4tlh8fuehaganqqjxzct9x5cnjdmx95mrgefk956rvcfj943rzwfe95ck2cmxxcmrycnzvcmrvhvcmmj ","created_at",1782339789,"authorNPub","markdown","Is the wild ride worth it?\n\n![](https://images.ft.com/v3/image/raw/https%3A%2F%2Fnext-video-editor-images.s3.ap-northeast-1.amazonaws.com%2F82bae15e-e1fe-4bd4-bab0-b74bbb4d61ad?source=next-article&fit=scale-down&quality=highest&width=160&dpr=2)\n\nThe AI boom is tossing equities around like tiny boats. Today on the show, Katie Martin and Rob Armstrong ask investor Ruchir Sharma how to ride it all out. Sharma is the chair of Rockefeller International and the author of _What Went Wrong with Capitalism_. The show was recorded at the FT Weekend Festival in New York. Also they go long quality stocks that are out of the tech spotlight and short sharks.\n\nFor a free 30-day trial to the Unhedged newsletter go to: [https://www.ft.com/unhedgedoffer](https://www.ft.com/unhedgedoffer).\n\nYou can email Robert Armstrong and Katie Martin at [unhedged@ft.com](mailto:unhedged@ft.com).\n\n[**Read a transcript of this episode on FT.com**](https://www.ft.com/content/9ba55bc2-0625-49b3-a6cd-600ad5037f00?&segmentId=30c26a85-a55a-48cd-be1c-86348d270a78)\n\n[View our accessibility guide](/accessibility#podcast-transcriptions).\n\n[Reuse this content (opens in new window)](https://enterprise.ft.com/en-gb/services/republishing/republish-content-request?ft-content-uuid=30c26a85-a55a-48cd-be1c-86348d270a78) [CommentsJump to comments section](#comments-anchor)\n\n### Follow the topics in this audio\n\n* [Financials](/financials) Add to myFT\n* [Markets](/markets) Add to myFT\n* [Artificial intelligence](/artificial-intelligence) Add to myFT\n* [SpaceX](/stream/3eca149d-e454-4e0f-b452-1cad47f97882) Add to myFT\n* [Unhedged Podcast](/unhedged-podcast) Add to myFT\n\n### Comments\n\nComments have not been enabled for this article.","freeMarkdown","kind1EventId","kind30023EventId","3d7a7522e734d4fb24f387fe5737dc382b6eddf32842680638873ebff5ac9c5b","kind30023",{"_27":385,"_361":388,"_138":389,"_83":390,"_375":374,"_274":404,"_377":405},"095015d0b78fed481d8f37e422881a3b84ffb55787ed29bc6c7cba341b203cde3307bb1df6a49feb44e8d3a6cf45cdc63958217436766255e59b6691097a9b6f",30023,[391,394,395,398,399,401,402,403],[392,393],"r","https://foxvector.com/articles/aae5197f-64e6-46a2-b199-1ecf662bbf66",[41,259],[396,397],"published_at","1782244800",[45,267],[400,254],"d",[296,260],[371,372],[141,374,40],"The AI boom is causing significant volatility in the stock market. Investor Ruchir Sharma discusses strategies for navigating these turbulent times on the Unhedged podcast. The episode explores going long on quality stocks and shorting other assets.\n - The AI boom is creating market volatility.\n - Investor Ruchir Sharma offers advice on navigating these markets.\n - Strategies include investing in quality stocks and potentially shorting other assets.\nContinue reading https://www.ft.com/content/30c26a85-a55a-48cd-be1c-86348d270a78?syn-25a6b1a6=1",1782244800,"publishedToNostr","htmlContentKind30023","