The case for a soft landing
Bringing down inflation can cause massive recessions. But three indicators suggest that this time it might be coming down without there being a crash. Today on the show, we look at how the latest CPI,...
1 Aug 202317min
The billionaire charged with insider trading
Joe Lewis, 86, is a billionaire. He made his money trading currency, among other things. And he likes to keep a low profile. That could change with his appearance in court this week in New York, respo...
27 Juli 202318min
Big week for central banks
Interest rates have driven the conversation about markets over the past year. And this week, the US Federal Reserve, the European Central Bank and the Bank of Japan will all be making announcements. K...
25 Juli 202316min
The private credit boom
As regulators continue to worry about big and small banks, a lot of midsized companies are turning to private credit for loans. These loans are issued at floating interest rates, can be hard to value,...
20 Juli 202316min
Getting inflation wrong
Last week’s US inflation numbers were surprisingly low, a very moderate 3 per cent. That could be due to an increasing supply of workers and goods. And it might *not* be due to the Federal Reserve’s t...
18 Juli 202313min
The 2023 Unhedged stock draft
Seven stocks are powering the market: Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla. How will they do in the second half of this year? Ethan Wu hosts as Rob ‘Value This’ Armstrong takes o...
13 Juli 202320min
Why the bond market matters now
The bond market dwarfs the stock market. But for more than a decade, equities have been the subject of conversation, and returns. Now that has flipped. Today on the show, hosts Ethan Wu and Katie Mart...
11 Juli 202315min
Harry Markowitz found a free lunch in finance
Markowitz, a titan of finance who won the 1990 Nobel prize in economics, died last month. He showed, in a mathematically rigorous way, that diversification could bring higher returns without higher ri...
6 Juli 202313min
