Unhedged

The hosts discuss the performance of the S&P 500 and FTSE 100 stock indexes, the dominance of big tech stocks in the S&P 500, and the impact of antitrust investigations. They also analyze the current state of the UK equities market, compare it to the US market, and suggest exploring other markets with lower valuations.

This podcast explores the pricey valuation of US stocks compared to the rest of the world. They discuss the advantages of investing in the US and technology stocks' role in market returns. The hosts also share their views on investing in emerging markets or the US, and debate polyamory and the insurance industry's future.

Exploring the diminishing allure of cash as equity markets outperform. The dilemma faced by investors on whether to stay in cash or invest in stocks and bonds. Debating the use of 'dry powder' and concerns about the current state of the world. Discussion on political figures and shorting the Magnificent Seven tech stocks.

The podcast explores the world of the Goenka network and its intense meditation retreats. Some participants suffer a deep sense of terror or a break with reality. The speaker shares their own experience and considers leaving, but is advised against it.

This podcast discusses the latest inflation numbers, emphasizing the significance of shelter inflation and its connection to rents. It also explores the impact of inflation on financial markets and analyzes the uncertainty in rates. Additionally, it covers topics like Tinder Select, stock picks, a talented dart player, and updates on Katie's column and the next episode of Unhedged.

The podcast discusses the performance and future expectations of the 'Magnificent 7' tech stocks, including Tesla's decline and the controversy over the Cybertruck. It also analyzes Apple's decline in sales but strong cash flow and dominance in the smartphone market. The hosts speculate on the future of tech stocks considering factors like AI, regulation, and potential market corrections. They also highlight the dangers of relying solely on risk management and express skepticism towards AI chatbots.

The podcast discusses the cooling of markets in the early days of 2024, the importance of long yields in treasuries, the historical correlation of equities and debt, and the classification and potential growth of Big Tech stocks. It also touches on the downgrades and conflicting predictions for Apple, mentioning the possibility of smartphone sales peaking.

In this podcast, the hosts take an AI quiz comparing investment outlooks, debate predictions on S&P target and debt sustainability, discuss gold as an asset and the expanding role of AI, explore the comeback of bonds and the uncertain inflation outlook, and highlight the contradictory market outlook and challenges faced by Japan.

Hosts Ethan Wu, Katie Martin, and Rob Armstrong present the Unhedgy Awards, discussing categories like 'Scam of the Year' and 'Deal of the Year' with a focus on Binance's wrongdoings and notable market deals. They also cover UK's CAB payments, NFT Gaming Company IPO, predictions on Fed rate cuts, and successful investments in chaotic markets and cruise liners.

The podcast discusses the recent market volatility triggered by the Fed meeting, focusing on the shift in outlook and investor concerns. It explores the strange market behavior where bond yields have collapsed and stock prices have shot up. The bond market predicts a recession while the stock market relies on multiples over fundamentals. The podcast also touches on the decline in fraud and deception, as well as the decrease in Christmas card exchange.