Aiden Reiter

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, 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.