Unhedged

The hosts discuss the dilemma of supercompanies, the economics behind their success and the dilemma faced by consumers. They explore the possibility of disruptions in other industries and a single player dominating the AI industry. They also touch on the impact of gerrymandering on competitiveness and economic growth in America.

Tech companies rarely offer dividends, but Mark Zuckerberg's Meta just announced its first-ever dividend. The podcast discusses the implications of this and the changing relationship between shareholders and corporations. Other interesting topics include the decline and potential comeback of dividends, the shift in the relationship between high-growth US companies and shareholders, the significance of companies initiating dividends, and a discussion on new fashion trends and an amusing story about Bill Ackman.

The hosts discuss their disastrous stock picks in 2023 and lessons learned. They recommend investment opportunities in Dollar General and General Dynamics. They reveal their picks for the Garp portfolio in 2024 and express concerns about portfolio risk. The importance of risk management and bullish stance on Disney are explored. They also touch on the negative effects of 'inshitification' on social networks.

Explore the intense demand for riskier corporate bonds and the narrowing spread between higher yielding bonds and safer Treasuries. Understand the hot market for these bonds and what it might tell us about the rest of the year. Discuss the unusual trend of companies borrowing at higher interest rates due to investor demand for higher yields. Explore the contrasting optimism in the corporate debt market and stock market, focusing on the uncertainty surrounding a potential recession. Delve into the different mindsets of bond investors and equity investors, and the tough legal enforcement in Delaware. Discover Adam Newman's return to WeWork and his efforts to revive the company.

FT property correspondents Robert Armstrong and Joshua Oliver discuss the recent decline in shares of New York Community Bank Corp and its impact on the commercial real estate market. They explore the challenges in commercial real estate, the potential impact on regional banks, and the slow-moving nature of the sector. The hosts also have a contrasting discussion on returning to the office post-COVID-19.

Experts Ethan Wu and Katie Martin discuss China's lagging market, government interventions, challenges faced by Chinese officials, and investor choices. They also touch on deflation impact, shorting snowball derivatives, and a Colorado pastor's crypto scam.

The podcast discusses the new rules on board member elections in corporate America, with a focus on the Starbucks shareholder meeting. It explores the union's push for change in the Starbucks boardroom. The chapter also discusses the SEC's rule change on shareholder voting and the power of activism in shareholder engagement. Additionally, the hosts talk about market trends, mergers and acquisitions, and express frustration with the emphasis on the Oscars.

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.