Unhedged

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Boring but sexy (stocks)
The ethics of investing for dictators
Are emerging markets back?
Is AI creating jobs?
GameStop again?
Disinflation, demographics, Doge
Looking at 2025
Picking stocks for 2025
The return of crypto
The Bitcoin National Strategic wha?

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Trump dump?
Make America Gyrate Again
What do bond markets know about the election?
Where’s the commercial property meltdown?
Anatomy of a rout
How inflationary are tariffs, really?
Nvidia’s bad day
Is Nvidia really worth $4tn?
Wildest day for oil ever
The case for China
How will Europe pay for its new weapons?
Guns and butter and credit
Bridgewater’s new boss
How to fix the housing market
The Fed: will it be 25 or 50?
Can Boeing come back?
Are US stocks too expensive?
What can Trump do about the price of oil?
Decoding Trumponomics
Vibrational movements in the market
What does CoreWeave’s IPO say about the market?
Vibes vs data
Tariffs up. Markets down
Bad shipping news
GDP goes negative
The ‘big beautiful’ budget vs the bond market
Outlook 2026
The case against stablecoins
Energy prices up, markets down
Uncomfortable moments in private credit
Hyperscale my debt!
Can China rebound in 2024?
Learning to love the boom
The gamma squeeze
Magnificent 7 report
Is the IPO market broken?
What are the hedge funds shorting?
WeWork rework
What’s next for Trump’s tariffs?
Why are markets listening to Trump?
What has changed?
Two stock markets, two takes
What’s up with Bill Ackman?
Is the China stimulus package enough?
The listeners have questions
Will Trump’s tariffs make Europe great again?
The real cost of a trade war
The microcap explosion
How low can the dollar go?
The rout in UK and European bonds
How an energy crisis unfolds
What’s bothering bonds?
Is France too blasé about borrowing costs?
The Unhedged Awards
High-yield bond bonanza
Inside the traders’ black box
Shopify vs Amazon
How oil got to $90 a barrel
The fight for Paramount
Who killed Red Lobster?
What elections mean for markets this year
Trade like a bot
Markets resume previously scheduled exuberance
Federal Reserve puts on enormous party hat
The case for small and mid caps
Immigration and unemployment
Novo Nordisk, Eli Lilly and the GLP-1 economy
The $2tn man
Live from Kilkenomics: anger and economics
The year ahead: tariffs, taxes and Trump
DeepSeek, AI and the markets
Why is gold buggin’?
The other side of trade
The beatings will continue until markets improve
Surveying the wreckage
Will China back down?
Sell America?
Not-so-bad news is the new good news
The nasty Taco question
Stock market party but why?
Welcome to the ‘Hotel Crypto’
What makes Tesla run?
What the Israel-Iran war means for markets
Behind the Money: Inside Moët Hennessy’s crisis
Can anything stop the US economy?
Building a big beautiful Europe
Three surprises that might spook the markets
Robotaxis, tech earnings and 24-hour trading
The EU folds on tariffs
Is the K-shaped economy real?

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