Unhedged

173 Episodo

1. How inflationary are tariffs, really?

   Publicado: 26/11/2024
2. Looking at 2025

   Publicado: 21/11/2024
3. Disinflation, demographics, Doge

   Publicado: 19/11/2024
4. Live from Kilkenomics: anger and economics

   Publicado: 14/11/2024
5. Live from Kilkenomics: financial mistakes

   Publicado: 12/11/2024
6. The Trump economy. How big? How beautiful?

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

   Publicado: 5/11/2024
8. Magnificent 7 report

   Publicado: 31/10/2024
9. Can Boeing come back?

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

    Publicado: 24/10/2024
11. The titans of Wall Street

    Publicado: 22/10/2024
12. The $2tn man

    Publicado: 17/10/2024
13. Are emerging markets back?

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

    Publicado: 10/10/2024
15. Markets send mixed signals

    Publicado: 8/10/2024
16. Markets and the Middle East

    Publicado: 3/10/2024
17. Is the China stimulus package enough?

    Publicado: 1/10/2024
18. Immigration and unemployment

    Publicado: 26/9/2024
19. The case for small and mid caps

    Publicado: 24/9/2024
20. Federal Reserve puts on enormous party hat

    Publicado: 19/9/2024