Unhedged

145 Episodes

1. Can Boeing come back?

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

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

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

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

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

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

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

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

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

    Published: 9/26/2024
11. The case for small and mid caps

    Published: 9/24/2024
12. Federal Reserve puts on enormous party hat

    Published: 9/19/2024
13. What is Apollo, anyway?

    Published: 9/17/2024
14. How Ireland got too much money

    Published: 9/12/2024
15. The Fed: will it be 25 or 50?

    Published: 9/10/2024
16. How to fix the housing market

    Published: 9/5/2024
17. Boring but sexy (stocks)

    Published: 9/3/2024
18. The ethics of investing for dictators

    Published: 8/29/2024
19. The gold rally

    Published: 8/27/2024
20. What will Jay Powell say at Jackson Hole?

    Published: 8/22/2024