Unhedged

170 Episodes

1. Picking stocks for 2025

   Published: 1/30/2025
2. DeepSeek, AI and the markets

   Published: 1/28/2025
3. Decoding Trumponomics

   Published: 1/23/2025
4. Our 2024 stock picks

   Published: 1/21/2025
5. Will US inflation ever go below 3%?

   Published: 1/16/2025
6. What are UK bonds thinking?

   Published: 1/14/2025
7. Why so many bankruptcies?

   Published: 1/9/2025
8. The year ahead: tariffs, taxes and Trump

   Published: 1/7/2025
9. The listeners have questions

   Published: 1/2/2025
10. The Bitcoin National Strategic wha?

    Published: 12/26/2024
11. Rate drop, market drop

    Published: 12/19/2024
12. Will IPOs ever come back?

    Published: 12/17/2024
13. Is M&A back?

    Published: 12/12/2024
14. Geopolitics? What geopolitics?

    Published: 12/10/2024
15. What can Trump do about the price of oil?

    Published: 12/5/2024
16. Are US stocks too expensive?

    Published: 12/3/2024
17. Best of: the world’s greatest stocks

    Published: 11/28/2024
18. How inflationary are tariffs, really?

    Published: 11/26/2024
19. Looking at 2025

    Published: 11/21/2024
20. Disinflation, demographics, Doge

    Published: 11/19/2024