Unhedged

The podcast discusses the significance of three upcoming IPOs, including a chip designer, Instacart, and Birkenstock. They explore the implications for the market and share their opinions, including a light-hearted conversation about Birkenstock sandals. The chapter also examines the success and potential risks of Birkenstock, compares it to Crocs, and discusses market sentiment towards IPOs and the unpredictable fluctuations that can occur. The speakers also mention their positions on Elon Musk's reputation and the Euro, speculating on market reactions and policy consequences.

In this podcast, the hosts explore the divergent trends in housing prices in the US and the UK, discuss the impact of changes in mortgage markets, and highlight the difficulties of homeownership. They also tease about foreign interest in Turkish assets and share their change of opinion on interest rates, while joking about Canada's economy.

Grayscale Investments wins against SEC, paving the way for bitcoin ETFs. Discussion on the SEC's approach to regulating cryptocurrency. Challenges of cryptocurrency custody and market surveillance. Debate on banning futures ETFs and cryptocurrency regulation. Potential dismantlement of regulatory state and implications of recent decisions.

Summer’s nearly over, autumn is approaching, and the jobs numbers came in just right. So what are we worried about? Besides the slowdown in China, there are also concerns about the sagging bond market and a drought affecting the Panama Canal. Also, we go long the education and medical sectors and short … fried cheese.For a free 90-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedofferFollow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on Twitter. You can email Ethan at ethan.wu@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Central bankers discuss the global economy after gathering in Jackson Hole. Two new papers on public debt and Treasury markets highlight policymakers' concerns. Analysis of the challenges of reducing US debt. Dominance of banks in the bond market and the paradigm shift in financial markets. Discussion on the concept of 'our star' and the love for puns.

The podcast defends Goldman Sachs CEO David Solomon amidst recent criticism and explores the challenges faced by the secretive financial group. It also delves into Goldman Sachs' struggles with building a consumer banking franchise, assesses the performance and viability of Goldman Sachs stock, and discusses the hosts' positions on Japan's economy and Nvidia.

This podcast discusses the increasing popularity of zero-day options in the financial markets and their potential risks. It explores the basics of options trading, the impact of zero day options on retail traders, and the role of market makers. The hosts express their negative opinion on zero-day options and their enthusiasm for the Bloomberg terminal.

In an alternate corner of the multiverse, Disney is a family-friendly company that reliably puts out iconic films and turns them into billions of dollars through licensing and theme park visits. In our universe, they are fighting a tough battle for streaming viewers, reeling from a messy public CEO swap, struggling to find a hit and trying to make things better by starting a gambling operation. Today on the show, Ortenca Aliaj joins host Ethan Wu to watch the fireworks. Also we go long British football and short our own wit. For a free 90-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedofferFollow Ethan Wu (@ethanywu) and Ortenca Aliaj (@OrtencaAI) on Twitter. You can email Ethan at ethan.wu@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Exploring the slowdown of China's economy, including indicators such as CPI, exports, and property sales. Discussing the challenges of Chinese deflation, declining exports, and the struggling property sector. Examining China's economic growth and demographic challenges. Expressing interest in investing in Argentina and disliking cable news.

Carl Icahn is one of the most successful investors of all time, but his bet against the US economy has cost him billions of dollars. Now Hindenburg Research, the short seller, has come after Icahn and his publicly-traded fund, Icahn Enterprises. Hindenburg claims Icahn’s generous dividends are unsustainable. Today on the show, we ask: Can Icahn rally? Also, we go short investment bankers, and long stowaways. Links:- Icahn Enterprises halves dividend after short seller attackFor a free 90-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedofferFollow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on Twitter. You can email Ethan at ethan.wu@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.