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.

Jonathan Guthrie, an experienced finance journalist with 37 years of expertise, shares lessons learned in financial journalism, the role of chief executives in large businesses, and the limitations of stock analysts. The hosts also discuss the importance of native predators and express skepticism towards ESG-based investing.

Inflation slowdown may not lead to interest rate cuts next year. Antitrust suit against Google and UK's campaign against greenwashing discussed. Challenges faced by central banks in maintaining full employment and price stability highlighted. Investigation into Unilever for potential misrepresentation and discussion on teenage body sprays.

Bitcoin hits $40,000, Coinbase's success, French bank Société Générale's stablecoin. Regulatory crackdown on Binance, guilty verdict for Sam Bankman-Fried. Banks using crypto technology, not just investing. Price surge of Bitcoin, altcoins rise, cautiousness towards institutional demand. Société Générale's entry into stable coin market. Evolution of blockchain technology, confusion among Bitcoin enthusiasts. Economic changes, irrational bond markets, central bank speak.

An investigation into a powerful international drug trafficking organization, the Dubai Super Cartel, that leads to a murder in Holland. Explore the extravagant lifestyles and ordered assassinations of the cartel, and the impact of organized crime on global affairs. Delve into the mystery surrounding the shooting, the arrest of a wanted murder broker, and the lonely secret life of the murder victim.

Explore the recent surge in gold prices, questioning the reasons behind it. Discuss the inverse relationship between real rates and gold prices. Examine the merits of gold as an investment. Explore the idea of owning physical gold as an asset and associated risks. Discuss backlash against ESG investing and skepticism towards it. Analyze the US job market and anticipate a decline in job creation.