Aiden Reiter

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Wednesday, 9 July, 2025

UnhedgedMarkets
The debt limit is still a thing Premium content
Plus copper tariffs
Tuesday, 8 July, 2025

Unhedged Podcast23 min listen
Three surprises that might spook the markets
New policies haven’t put a brake on stock prices . . . yet
Monday, 7 July, 2025

FT News Briefing podcast10 min listen
US stocks: rally or overcorrection?
The S&P 500 is up more than 20 per cent since mid-April
Thursday, 26 June, 2025

Unhedged Podcast23 min listen
Can anything stop the US economy?
War, tariffs, high interest rates, etc. Why don’t markets care?
Thursday, 26 June, 2025

FT News Briefing podcast10 min listen
Why markets are unfazed by the Middle East conflict
Nato members decided on increased defence spending, the Federal Reserve is planning …
Monday, 16 June, 2025

UnhedgedMarkets
Why is the oil price not surging? Premium content
With the exception of Russia’s invasion of Ukraine, big swings in oil have been driven by broader geoeconomic trends
Friday, 13 June, 2025

FT News Briefing podcast11 min listen
Southern European bond markets make a comeback
Italy, Spain and Greece have emerged as the unlikely winners from this year’s bond market ructions
Thursday, 12 June, 2025

Unhedged Podcast20 min listen
What makes Tesla run?
Ticking through the factors that drive the electric-car maker’s stock price
Tuesday, 10 June, 2025

UnhedgedMarkets
Bitcoin-buying companies Premium content
And US versus Chinese solar producers
Monday, 9 June, 2025

UnhedgedMarkets
Tesla after Trump Premium content
Plus IPOs and American exceptionalism
Friday, 6 June, 2025

UnhedgedMarkets
The case for a Fed rate cut Premium content
And against alternative investments
Thursday, 5 June, 2025

UnhedgedMarkets
Money (volume) isn’t everything (for valuations) Premium content
And sports betting apps
Wednesday, 4 June, 2025

UnhedgedMarkets
The return of the Magnificent 7 Premium content
And Trump is no Truss
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…

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