Unhedged

145 Episodes

1. Can Boeing come back?

   Published: 29/10/2024
2. What do bond markets know about the election?

   Published: 24/10/2024
3. The titans of Wall Street

   Published: 22/10/2024
4. The $2tn man

   Published: 17/10/2024
5. Are emerging markets back?

   Published: 15/10/2024
6. Novo Nordisk, Eli Lilly and the GLP-1 economy

   Published: 10/10/2024
7. Markets send mixed signals

   Published: 8/10/2024
8. Markets and the Middle East

   Published: 3/10/2024
9. Is the China stimulus package enough?

   Published: 1/10/2024
10. Immigration and unemployment

    Published: 26/09/2024
11. The case for small and mid caps

    Published: 24/09/2024
12. Federal Reserve puts on enormous party hat

    Published: 19/09/2024
13. What is Apollo, anyway?

    Published: 17/09/2024
14. How Ireland got too much money

    Published: 12/09/2024
15. The Fed: will it be 25 or 50?

    Published: 10/09/2024
16. How to fix the housing market

    Published: 5/09/2024
17. Boring but sexy (stocks)

    Published: 3/09/2024
18. The ethics of investing for dictators

    Published: 29/08/2024
19. The gold rally

    Published: 27/08/2024
20. What will Jay Powell say at Jackson Hole?

    Published: 22/08/2024