All Episodes
Unhedged — 305 episodes
What’s bothering bonds?
Can GameStop buy eBay?
The Buy America trade
Are AI stocks the new railroad bonds?
Introducing: The Story of Money
The Fed holds steady
Gloom and boom
China Shock 2.0
Trading disruption
Boing! Springtime for the markets
Space ecstasy
What has changed?
Guns and butter and credit
How an energy crisis unfolds
Is this social media's tobacco moment?
The rout in UK and European bonds
Why are markets listening to Trump?
The Fed’s juggling act
Are the markets right or wrong about Iran?
Uncomfortable moments in private credit
Wildest day for oil ever
The case against stablecoins
Energy prices up, markets down
What the actual tariff?
The report that rattled Wall Street
How low can the dollar go?
Introducing 'Behind the Money': Can Wells Fargo make it in investment banking?
Is AI creating jobs?
What Takaichi's win means for global markets
The triangle of confusion
The next Fed chair
The incredible shrinking dollar
How does a gold rush end?
Taco FTW
Trade wars, real wars and the markets
Introducing 'Business History': Young Warren Buffett
Stock picking champs 2025
Showdown at the Federal Reserve
Outlook 2026
Imperialism and the markets
From Behind the Money: Private equity’s push into Japan
Quiz show!
From Against the Rules: Michael Burry Speaks
We take some questions
Three numbers that matter
Gold, silver and crypto
Can 2026 match 2025?
Who gets to buy Warner Bros Discovery?
A satanic list of inflationary factors
Bonds vs budgets
What are the hedge funds shorting?
Nvidia's crazy day
Big deals in Big Pharma
Is the K-shaped economy real?
Is the US an emerging market?
DIY data
Is Big Tech spending too much money?
Martin Wolf on the economics of populism
The vigorous nods of Bessent
Will the US bail out Argentina?
Japan’s next move
Rare earth quake
UK Budget blues
AI peak is peak AI
Introducing Untold: Toxic Legacy
Gold now! Gold forever! Only gold! Gold! Gold!
AI, shutdowns and shadow banks
The largest leveraged buyout in history?
Troubling signs in corporate debt
Hedging the dollar
Should companies report only twice a year?
Private equity’s public reckoning
The mystery of the vanishing jobs
Live from the FTWeekend Festival in London
What’s a central bank supposed to do?
OK, Doomer
The people’s chip manufacturer
The Fed under attack
The new pump and dumps
Is the market too concentrated?
Will markets ever care about anything?
Lies, damn lies and statistics
Swamp Notes: Trump’s case against Fed chair Powell
The Economics Show: Trump is accelerating the dollar’s decline
The Little Railroad Merger That Could
The EU folds on tariffs
Is M&A turning around?
Robotaxis, tech earnings and 24-hour trading
Is Nvidia really worth $4tn?
Heinz, Kraft and Warren Buffett
The secret giant of finance
Three surprises that might spook the markets
The dilapidated dollar
Building a big beautiful Europe
Can anything stop the US economy?
Who wants to be a Fed chair?
Behind the Money: Inside Moët Hennessy’s crisis
What the Israel-Iran war means for markets
What makes Tesla run?
Welcome to the ‘Hotel Crypto’
Walmart’s very good year
Stock market party but why?
The nasty Taco question
The ‘big beautiful’ budget vs the bond market
When Spacs attack
The microcap explosion
The UK’s trade deal
Not-so-bad news is the new good news
Berkshire after Buffett
Will the real money pivot to Europe?
GDP goes negative
Bad shipping news
Wall Street vs the White House
Sell America?
Nvidia’s bad day
Will China back down?
The real cost of a trade war
Surveying the wreckage
Tariffs up. Markets down
Vibes vs data
What does CoreWeave’s IPO say about the market?
Can Trump drive down bond yields?
Dour Fed, cheery market
How will Europe pay for its new weapons?
Make America Gyrate Again
The case for China
Trump dump?
Can the Fed stay independent?
The beatings will continue until markets improve
Vibrational movements in the market
Is the IPO market broken?
Pros and cons of a US sovereign wealth fund
The other side of trade
Why is gold buggin’?
Will Trump’s tariffs make Europe great again?
What’s next for Trump’s tariffs?
Picking stocks for 2025
DeepSeek, AI and the markets
Decoding Trumponomics
Our 2024 stock picks
Will US inflation ever go below 3%?
What are UK bonds thinking?
Why so many bankruptcies?
The year ahead: tariffs, taxes and Trump
The listeners have questions
The Bitcoin National Strategic wha?
Rate drop, market drop
Will IPOs ever come back?
Is M&A back?
Geopolitics? What geopolitics?
What can Trump do about the price of oil?
Are US stocks too expensive?
Best of: the world’s greatest stocks
How inflationary are tariffs, really?
Looking at 2025
Disinflation, demographics, Doge
Live from Kilkenomics: anger and economics
Live from Kilkenomics: financial mistakes
The Trump economy. How big? How beautiful?
Do the markets even care about the US election?
Magnificent 7 report
Can Boeing come back?
What do bond markets know about the election?
The titans of Wall Street
The $2tn man
Are emerging markets back?
Novo Nordisk, Eli Lilly and the GLP-1 economy
Markets send mixed signals
Markets and the Middle East
Is the China stimulus package enough?
Immigration and unemployment
The case for small and mid caps
Federal Reserve puts on enormous party hat
What is Apollo, anyway?
How Ireland got too much money
The Fed: will it be 25 or 50?
How to fix the housing market
Boring but sexy (stocks)
The ethics of investing for dictators
The gold rally
What will Jay Powell say at Jackson Hole?
Markets resume previously scheduled exuberance
The world’s greatest stocks
30 years of bond investment
What’s up with Bill Ackman?
Anatomy of a rout
The case for Tesla
Why Wall Street picked Kamala Harris
How to manipulate the US dollar
The Trump trade
Will a major revision of listing rules in the UK work?
Investing in green tech
Paramount, Skydance and the streaming wars
What elections in France and the UK mean for markets
Can Morgan Stanley's CEO build a better bank?
Are we all protectionists now?
Distressed IPOs
Elon Musk’s big payday
Central bankers do nothing. Markets respond
Trade like a bot
The gamma squeeze
What elections mean for markets this year
The billionaires’ tax
Who killed Red Lobster?
Where’s the commercial property meltdown?
The cocoa boom
Bridgewater’s new boss
GameStop again?
The fight for Paramount
What’s next for Warren Buffett
Is Fed policy working?
Why the US dollar is the world’s problem
Bonus: The fraudster's guide to magic money with Tim Harford
The diamond market disrupted
Active changes to passive indices
How oil got to $90 a barrel
High interest rate anxiety
Shopify vs Amazon
Should we worry about private credit?
Rethinking Tesla and Apple
Navigating the next super cycle
Wall Street bets on Reddit
The great British bargain show
Inside the crypto hype machine
Listener Questions
Can the US stock market stand 3% US inflation?
Does factor investing still work?
Inside the traders’ black box
Learning to love the boom
Is ESG over?
Three markets, three highs
WeWork rework
Active investors! Assemble
The dilemma of the supercompany
Are dividends back?
How not to pick stocks
High-yield bond bonanza
Will commercial real estate hurt regional banks?
Can China rebound in 2024?
Boardroom games
Two stock markets, two takes
Is America overpriced?
Cash Rethink Energises Asset Markets
Introducing Untold: The Retreat
Today's inflation numbers
Tech stock winners
Cool markets, hot takes
The year ahead, according to AI, and humans
The Unhedged Awards
Markets gone wild
Thirty-seven years of wisdom
Central bank lookahead
The return of crypto
Introducing Hot Money: The New Narcos
Gold just set a record. Why?
Down the liquidity hole
Have rates peaked?
What the London Stock Exchange really trades
The zombie companies
What does Walmart know?
Big Tech roundup: Tesla, Nvidia, Apple and more
A drastic solution to exploding US government debt
Pub quiz showdown: Alphaville vs Unhedged
Sam Bankman-Fried takes the stand
Why so down, S&P 500?
A massive GDP number
Is China a bargain right now?
FTX trial update
Japan’s new direction
Public problems for private equity
Three markets we’re watching
The Biden scorecard
The increasingly odd bond market
How high, and for how long?
The strong US dollar gets stronger
Well, actually: Our ‘Dumb Money’ movie review
Basis trade freakout (low key)
Bonus Interview: Robyn Grew, Man Group CEO
Three IPOs test the market
A Tale of Two Housing Markets
Big win for Big Crypto
Good job numbers and a bad attitude
The central bankers’ rodeo
It’s tough out there for Goldman Sachs
Hot new bad idea
Disney’s Tragic Kingdom
China slows down
Icahn has problems?
How bonds make — and break — nations
Uber finally delivers
The case for a soft landing
The billionaire charged with insider trading
Big week for central banks
The private credit boom
Getting inflation wrong
The 2023 Unhedged stock draft
Why the bond market matters now
Harry Markowitz found a free lunch in finance
Will empty offices hurt the US economy?
Does Japan’s stock market rally have legs?
What’s going on with car insurance?
Why investors hate this bull market
Is crypto a security, bro?
Where’s the recession?
Introducing Unhedged