Unhedged

173 Avsnitt

1. How inflationary are tariffs, really?

   Publicerades: 2024-11-26
2. Looking at 2025

   Publicerades: 2024-11-21
3. Disinflation, demographics, Doge

   Publicerades: 2024-11-19
4. Live from Kilkenomics: anger and economics

   Publicerades: 2024-11-14
5. Live from Kilkenomics: financial mistakes

   Publicerades: 2024-11-12
6. The Trump economy. How big? How beautiful?

   Publicerades: 2024-11-07
7. Do the markets even care about the US election?

   Publicerades: 2024-11-05
8. Magnificent 7 report

   Publicerades: 2024-10-31
9. Can Boeing come back?

   Publicerades: 2024-10-29
10. What do bond markets know about the election?

    Publicerades: 2024-10-24
11. The titans of Wall Street

    Publicerades: 2024-10-22
12. The $2tn man

    Publicerades: 2024-10-17
13. Are emerging markets back?

    Publicerades: 2024-10-15
14. Novo Nordisk, Eli Lilly and the GLP-1 economy

    Publicerades: 2024-10-10
15. Markets send mixed signals

    Publicerades: 2024-10-08
16. Markets and the Middle East

    Publicerades: 2024-10-03
17. Is the China stimulus package enough?

    Publicerades: 2024-10-01
18. Immigration and unemployment

    Publicerades: 2024-09-26
19. The case for small and mid caps

    Publicerades: 2024-09-24
20. Federal Reserve puts on enormous party hat

    Publicerades: 2024-09-19