Podcast Episodes
Back to Search
Best of: the world’s greatest stocks
How would you like a 265,528,900 per cent return on your investment? Would you be interested in that? If so, join us as Rob Armstrong and FT Alphaville’s Robin Wigglesworth discuss the results of Pro…
Published on 1 year ago
How inflationary are tariffs, really?
President-elect Donald Trump has just announced “Day 1” tariffs on Mexico and Canada, in addition to previously promised tariffs on China. Tariffs will definitely affect domestic prices, but how much…
Published on 1 year, 1 month ago
Looking at 2025
It is the season for giving and banks are giving us a lot of year-ahead reports. Katie, Robert and Aiden actually read these things, and today on the show they discuss what they’ve learned. It all ra…
Published on 1 year, 1 month ago
Disinflation, demographics, Doge
Opinions are cheap so we’re making it up in volume, with three takes on the future of the economy. Today on the show, the entire staff of the Unhedged newsletter – Rob Armstrong and Aiden Reiter – ga…
Published on 1 year, 1 month ago
Live from Kilkenomics: anger and economics
Angry eruptions in elections around the world are changing leaders. And many of those leaders are coming in with radical offers to the voters. But can anger change an economic outcome for the better?…
Published on 1 year, 1 month ago
Live from Kilkenomics: financial mistakes
Each year economists gather in Kilkenny, Ireland for the annual Kilkenomics festival. The guests share stories in pubs and make dark jokes about economics. This year, we joined them, taping two episo…
Published on 1 year, 1 month ago
The Trump economy. How big? How beautiful?
If Donald Trump’s campaign promises about things such as immigration, the dollar, trade and tax policy are realised, the US will start an economic experiment without recent precedent. Today on the sh…
Published on 1 year, 1 month ago
Do the markets even care about the US election?
It’s election day. Everyone is freaking out. But the prices of some major commodities and indices remain stoically calm. We investigate. Also, we go long nuclear power, long bees and limit long a squ…
Published on 1 year, 1 month ago
Magnificent 7 report
The Magnificent 7 make up seven of the eight largest stocks on the S&P 500 and they are reporting earnings this week and last. Today on the show, Rob Armstrong and guest John Foley, who covers techno…
Published on 1 year, 1 month ago
Can Boeing come back?
It’s been a tough year for Boeing. It started with a door panel falling off of a plane in mid-flight. Then machinists at the company went on strike. This week, Boeing announced it would raise $19bn i…
Published on 1 year, 1 month ago