Aiden Reiter, a New York-based markets writer for the Financial Times, joins the discussion with insights on European stock indices outperforming the S&P 500. He highlights how Trump’s tariffs could unintentionally benefit global exporters. The conversation unfolds the growing U.S. interest in European markets and the need for diversification despite ongoing neglect. Additionally, ethical concerns around posthumous publishing and the potential risks of 24-hour stock trading are explored, providing a thought-provoking dialogue on market dynamics and investor strategies.

Aiden Reiter, a contributor to the Unhedged newsletter, dives into the tumultuous world of Trump's tariffs and their widespread effects on global trade. He discusses the motivations behind these policies and whether America’s influence has limits, particularly with China, Canada, and Mexico. The conversation also examines economic impacts on U.S. manufacturing and the uncertainties faced by international allies. And for a lighter twist, Aiden shares thoughts on British tea culture and the surprising charm of HBO's ‘The Penguin’.

Aiden Reiter, the newest writer for the Unhedged newsletter and a Mandarin speaker, joins Katie Martin to dive into China's latest stimulus package aimed at boosting the economy. They discuss the immediate surge in the stock market and the critical question: can this initiative spur domestic spending? The conversation also touches on the challenges within the property sector, investor sentiment, and the implications for global markets, illustrating the complex dynamics at play in China's economic landscape.

Aiden Reiter, a partner in the Unhedged Newsletter, and Oliver Barnes, the Pharmaceuticals correspondent for the Financial Times, dive into the soaring stock prices of Eli Lilly and Novo Nordisk, with increases of 750% and 360%, respectively. They discuss the booming market for GLP-1 weight loss drugs, their societal impacts, and the competitive landscape between these pharmaceutical giants. The conversation also touches on the economic implications of these medications, from high costs to insurance challenges, and the future of diabetes treatment.

In this episode, Aiden Reiter discusses strategies to manipulate the US dollar, including interventions, cooperation with other nations, market tactics, and taxing foreign holdings. The impact on the trade deficit and capital inflows is explored, along with the challenges of affecting the dollar's value. Additionally, there is excitement for tomato season and insights into the French fry market competition.

Aiden Reiter, an expert in economic strategies, discusses the pressing issues in the US housing market. The conversation dives into the alarming rise in home prices and stagnant supply, reflecting on the affordability crisis faced by many Americans. Proposals from political figures like Vice President Harris and former President Trump are scrutinized for their feasibility. The talk also covers challenges posed by local zoning laws and the slow pace of new construction, while offering insights into the complexities of the Turkish equity market and yield curve dynamics.

Jay Powell, chair of the US Federal Reserve, joins Rob Armstrong and Aiden Reiter to dissect the complex relationship between immigration and unemployment. Powell emphasizes that an influx of immigrants can lead to rising unemployment if job creation doesn’t keep pace. The trio also dives into the challenges of capturing accurate employment data for immigrants, particularly undocumented workers. Additionally, they explore China's recent economic stimulus efforts and their potential impact on the struggling stock market.

Aiden Reiter, a reporter specializing in Tesla and the electric vehicle sector, joins Rob Armstrong to dissect the enigmatic company. They discuss Tesla's high stock valuation despite disappointing earnings. The duo explores the challenges and potential of Tesla's revenue streams, including automotive sales and energy innovations. The conversation takes a dive into the future of autonomous driving and the controversial role of humanoid robots. They also touch on the broader market dynamics, including insights on the yen and Bitcoin.

Aiden Reiter, an expert in emerging markets and finance, joins the discussion to dissect the complexities of these economies. He emphasizes that lumping all emerging markets together is misleading. The conversation dives into Brazil's economic resurgence and explores how lower U.S. interest rates make emerging market bonds attractive. They also analyze the switch from dollar-denominated to local currency bonds, shedding light on the unique challenges countries face. Plus, there's a cultural critique segment dissecting a thought-provoking show.

Katie Martin is a financial expert known for her deep insights into market theories. Rob Armstrong is an analyst sharing sharp perspectives on trends, while Aiden Reiter focuses on the growth potential of small- and mid-cap stocks. Together, they delve into the potential resurgence of small- and mid-cap investments amidst shifting interest rates. They discuss recent challenges and performance metrics, the influence of private equity, and how mid-caps might thrive in an evolving economy. The conversation wraps with a playful debate over knitwear and jackets, mixing finance with a touch of humor.