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Why so many bankruptcies?
Corporate bankruptcies are on the rise. In recent months, Party City, Big Lots, Spirit Airlines, and other discount providers have declared bankruptcy. Today on the show, Rob Armstrong and Aiden Reit…
Published on 11 months, 2 weeks ago
The year ahead: tariffs, taxes and Trump
Tariffs. Tax cuts. Geopolitics. Artificial intelligence. Inflation. Mass deportations. Rate cuts or rises. The year ahead is filled with question marks. Meanwhile, markets are historically high. Toda…
Published on 11 months, 2 weeks ago
The listeners have questions
Happy new year, Unhedged listeners! Today on the show, Rob Armstrong, Katie Martin and Aiden Reiter answer questions from the listeners on everything from the takeover of passive investing to favorit…
Published on 11 months, 3 weeks ago
The Bitcoin National Strategic wha?
The US government owns many billions of dollars worth of bitcoin, confiscated from bad actors such as the Silk Road marketplace. Donald Trump said on the campaign trail that he would not be selling i…
Published on 1 year ago
Rate drop, market drop
The Federal Reserve announced a small cut yesterday. Normally, that heartens markets. But we are not in normal times, and somewhat measured comments about the coming year seemed to have spooked trade…
Published on 1 year ago
Will IPOs ever come back?
The road to riches used to be paved with juicy IPOs. But that does not seem to be the case anymore. Today on the show, Katie Martin is joined by Craig Coben, a former global head of equity capital ma…
Published on 1 year ago
Is M&A back?
There have been very few mergers and acquisitions in the past four years, but many dealmakers say that’s about to change. At least that’s according to reporting by James Fontanella-Khan, our guest on…
Published on 1 year ago
Geopolitics? What geopolitics?
Ukraine, Syria, Moldova, France, Israel, South Korea, the US…. Power is being challenged and redistributed around the world. But how are markets reacting, which changes truly matter to the global mul…
Published on 1 year ago
What can Trump do about the price of oil?
Among his many promises, president-elect Donald Trump is promising to drive down the price of energy in the US. But how realistic a plan is that? What levers does he have to pull? Today on the show, …
Published on 1 year ago
Are US stocks too expensive?
Ruchir Sharma, an investor and frequent contributor to the FT, came out and said it the other day: The US stock market is in a bubble. But is it a bubble or just the rational behavior of investors wh…
Published on 1 year ago