Unhedged

Exploring the new world of high interest rates and its implications for assets, tech start-ups, and small countries with big loans. Also, discussing shorting small cap stocks and going long on London's grocery stores. Analyzing the Federal Reserve's battle with inflation, the impact of higher rates on different industries, the housing market, and developing economies heavily indebted in foreign currency. Highlighting the shift towards real economy investments amidst higher rates.

This podcast discusses the strong US dollar, its impact on major economies, the formation of a golden cross, sell-side notes on sterling, US inflation, interest rate predictions by Jamie Dimon, and the potential impact on smaller stocks and companies.

Seth Rogen and America Ferrera discuss the movie 'Dumb Money' and its portrayal of finance concepts. They question the accuracy of the narrative and talk about the impact on retail traders. The podcast also mentions meme stocks, a movie recommendation, and opinions on Jay Powell and auto workers.

Exploring the risky basis trade in finance and how it can lead to a financial crisis. Hedge funds profiting from pricing differences between treasury bonds and futures. The potential risks of manipulating the treasuries market and its consequences. Examining funds making money from market anomalies and the importance of financial stability. Discussing upcoming central bank decisions and opinions on comedian Hassan Minaj.

Robyn Grew, CEO of Man Group, discusses the challenges of reading markets, the role of central banks, the impact of AI on asset management, US stocks, inflation control, and embracing failure and fostering innovation in the finance industry.

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.