Aiden Reiter

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Thursday, 22 May, 2025

Unhedged Podcast16 min listen
When Spacs attack
Special purpose acquisition companies are back and booming
Wednesday, 21 May, 2025

UnhedgedMarkets
What to buy if AI is transformative Premium content
It might not be the Big Tech companies
Tuesday, 20 May, 2025

Unhedged Podcast23 min listen
The microcap explosion
Tiny stocks are rushing to list on US exchanges. Why?
Tuesday, 20 May, 2025

UnhedgedMarkets
Treasury jitters and banking regulation Premium content
And Coinbase joins the S&P 500
Tuesday, 13 May, 2025

Unhedged Podcast22 min listen
Not-so-bad news is the new good news
Moderate inflation and tariffs seem to lift markets
Monday, 5 May, 2025

UnhedgedMarkets
The US labour market is holding up Premium content
And China’s economic cards
Thursday, 1 May, 2025

Unhedged Podcast23 min listen
GDP goes negative
Why a surge in imports decimated the first-quarter GDP
Tuesday, 22 April, 2025

Unhedged Podcast31 min listen
Sell America?
Traders seem to be betting that the US isn’t special anymore
Friday, 18 April, 2025

UnhedgedMarkets
Does the market need to be concerned about AI adoption? Premium content
And a conversation with Brent Neiman, whose research was cited in the ‘reciprocal tariff’ calculations
Thursday, 17 April, 2025

Unhedged Podcast22 min listen
Nvidia’s bad day
Restrictions on sales to China bring down Nvidia and raise questions about tech
Thursday, 17 April, 2025

UnhedgedMarkets
Decoding recent moves in Treasury yields Premium content
Uncertainty is high — but maybe not disastrously so
Thursday, 17 April, 2025

FT News Briefing podcast10 min listen
Emerging markets’ surprising performance
Federal Reserve chair Jay Powell is warning that US tariffs are ‘likely’ to put at r…
Wednesday, 16 April, 2025

UnhedgedMarkets
Emerging markets’ unexpected outperformance after “liberation day” Premium content
It may not last forever
Tuesday, 15 April, 2025

Unhedged Podcast20 min listen
Will China back down?
Beijing may have more leverage than President Donald Trump thought
Thursday, 3 April, 2025

Unhedged Podcast24 min listen
Tariffs up. Markets down
A stunning rollout of new taxes astonishes traders
Thursday, 3 April, 2025

UnhedgedMarkets
Trump goes for shock therapy Premium content
The market was far too optimistic
Tuesday, 1 April, 2025

Unhedged Podcast25 min listen
Vibes vs data
Spirits are low but indicators seem fine
Tuesday, 25 March, 2025

Unhedged Podcast24 min listen
Can Trump drive down bond yields?
To fund tax cuts, the administration wants cheaper money
Thursday, 20 March, 2025

Unhedged Podcast23 min listen
Dour Fed, cheery market
Is uncertainty about the president already priced in?
Thursday, 13 March, 2025

UnhedgedMarkets
Inflation: don’t cheer yet Premium content
Plus China’s Two Sessions
Wednesday, 12 March, 2025

UnhedgedMarkets
Uncertainty, a slowdown, or more Premium content
More on the sell-off
Tuesday, 11 March, 2025

Unhedged Podcast22 min listen
The case for China
Are Chinese stocks really “uninvestable”?
Thursday, 27 February, 2025

Unhedged Podcast18 min listen
The beatings will continue until markets improve
Trump’s ‘America First’ policies are making money for European defence contractors.
Tuesday, 25 February, 2025

Unhedged Podcast21 min listen
Vibrational movements in the market
Thinking about slowing growth and stubborn inflation
Monday, 24 February, 2025

UnhedgedMarkets
Sentiment and stagflation Premium content
Friday’s market drop reflects concerns about growth

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