Ethan Wu

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Monday, 11 December, 2023

UnhedgedGlobal Economy
Wall Street’s last recession holdouts Premium content
Making a case against soft landing is hard, but not impossible
Thursday, 7 December, 2023

Unhedged podcast14 min listen
The return of crypto
Even after Binance and FTX, bitcoin hits $40,000. Can anything kill the crypto dream?
Wednesday, 6 December, 2023

Unhedged
Exuberance creeps in Premium content
Plus, private credit’s new favourite financing tool
Tuesday, 28 November, 2023

Unhedged podcast18 min listen
Have rates peaked?
The market seems to be telling us that rates have peaked. Have they?
Tuesday, 21 November, 2023

Unhedged podcast15 min listen
The zombie companies
How much should we worry about companies that depend on easy credit?
Tuesday, 14 November, 2023

Unhedged podcast20 min listen
Big Tech roundup: Tesla, Nvidia, Apple and more
Our stock-picking contest is midway through. How are the contestants doing?
Friday, 10 November, 2023

Unhedged
Bill Dudley: inflation wasn’t caused by too much money Premium content
The former head of the New York Fed on macro lessons, monetary policy and the coming US fiscal crisis
Thursday, 9 November, 2023

Unhedged podcast14 min listen
A drastic solution to exploding US government debt
Is it too soon to start talking about yield curve control?
Tuesday, 7 November, 2023

Unhedged podcast27 min listen
Pub quiz showdown: Alphaville vs Unhedged
Two rival finance newsletters compete to answer ridiculously hard questions
Friday, 3 November, 2023

Unhedged
It ain’t over till it’s over Premium content
The rates cycle, that is
Thursday, 2 November, 2023

Unhedged podcast20 min listen
Sam Bankman-Fried takes the stand
Former crypto tycoon risked everything to testify. Did it help?
Tuesday, 31 October, 2023

Unhedged podcast19 min listen
Why so down, S&P 500?
Despite a strong economy, the market is 10% off its high. Why?
Thursday, 26 October, 2023

Unhedged podcast14 min listen
A massive GDP number
The US’s third-quarter GDP growth was surprisingly strong. What drove it?
Tuesday, 24 October, 2023

Unhedged podcast18 min listen
Is China a bargain right now?
The Chinese stock market is below where it was in 2019. Is this a warning or a bargain?
Thursday, 19 October, 2023

Unhedged podcast22 min listen
FTX trial update
As the prosecution winds up the case against Sam Bankman-Fried, what will the defence offer?
Thursday, 19 October, 2023

Unhedged
India at the centre: the verdict of Unhedged and Chartbook Premium content
India’s geopolitical and economic pull is growing
Wednesday, 18 October, 2023

Unhedged
Better growth = more uncertainty Premium content
And company shaming in Japan
Wednesday, 18 October, 2023

Behind the Money podcast25 min listen
‘Dumb Money’ writers on the GameStop saga
A behind-the-scenes look at Hollywood’s latest finance movie
Tuesday, 17 October, 2023

Unhedged podcast17 min listen
Japan’s new direction
Will Japan’s pledge to change corporate culture work?
Thursday, 12 October, 2023

Unhedged podcast16 min listen
Public problems for private equity
How will private equity compete in an era of higher interest rates?
Tuesday, 10 October, 2023

Unhedged podcast17 min listen
Three markets we’re watching
How will gold, oil and the yen respond to chaos in the Middle East?
Monday, 9 October, 2023

UnhedgedUS Treasury bonds
Why the term premium is rising Premium content
A return to the historical norm implies much higher long yields
Thursday, 5 October, 2023

Unhedged podcast19 min listen
The Biden scorecard
Both parties are going to use the US economy as a selling point, but which side is right?
Tuesday, 3 October, 2023

Unhedged podcast18 min listen
The increasingly odd bond market
Bonds and stocks are both headed down. Why?
Thursday, 28 September, 2023

Unhedged podcast17 min listen
How high, and for how long?
Are markets finally making their peace with a new interest rate reality?