Unhedged

185 Episodes

1. What are UK bonds thinking?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 11/19/2024
16. Live from Kilkenomics: anger and economics

    Published: 11/14/2024
17. Live from Kilkenomics: financial mistakes

    Published: 11/12/2024
18. The Trump economy. How big? How beautiful?

    Published: 11/7/2024
19. Do the markets even care about the US election?

    Published: 11/5/2024
20. Magnificent 7 report

    Published: 10/31/2024