Unhedged

185 Episodes

1. Can Trump drive down bond yields?

   Published: 25/03/2025
2. Dour Fed, cheery market

   Published: 20/03/2025
3. How will Europe pay for its new weapons?

   Published: 18/03/2025
4. Make America Gyrate Again

   Published: 13/03/2025
5. The case for China

   Published: 11/03/2025
6. Trump dump?

   Published: 06/03/2025
7. Can the Fed stay independent?

   Published: 04/03/2025
8. The beatings will continue until markets improve

   Published: 27/02/2025
9. Vibrational movements in the market

   Published: 25/02/2025
10. Is the IPO market broken?

    Published: 20/02/2025
11. Pros and cons of a US sovereign wealth fund

    Published: 18/02/2025
12. The other side of trade

    Published: 13/02/2025
13. Why is gold buggin’?

    Published: 11/02/2025
14. Will Trump’s tariffs make Europe great again?

    Published: 06/02/2025
15. What’s next for Trump’s tariffs?

    Published: 04/02/2025
16. Picking stocks for 2025

    Published: 30/01/2025
17. DeepSeek, AI and the markets

    Published: 28/01/2025
18. Decoding Trumponomics

    Published: 23/01/2025
19. Our 2024 stock picks

    Published: 21/01/2025
20. Will US inflation ever go below 3%?

    Published: 16/01/2025