Basis trade freakout (low key)
Hedge funds are piling into the basis trade — a bet on the difference between the price of Treasuries and the price of Treasury futures — and they are levering up, too. Today on the show, we ask: Are ...
19 Sep 202315min
Bonus Interview: Robyn Grew, Man Group CEO
Robyn Grew is the new CEO of the Man Group, which manages more than $150 billion over multiple hedge funds. On September 3, she joined Katie Martin, the FT’s Markets Editor, at the FT Weekend Festival...
18 Sep 202337min
Three IPOs test the market
As we recorded our show, Arm, the British chip designer, was finally going public in a much-watched IPO. Following in the next weeks are grocery picker Instacart and the strangely fashionable sandal m...
14 Sep 202316min
A Tale of Two Housing Markets
Inflation is hitting the US and the UK, but housing prices are going up in the US and down in the UK. Today on the show, we ask why, learn about two completely different ways of thinking about mortgag...
12 Sep 202314min
Big win for Big Crypto
Grayscale Investments manages funds of digital assets – cryptocurrency – for investors. They just won a case against the US Securities and Exchange Commission, which could eventually let it, or anothe...
7 Sep 202315min
Good job numbers and a bad attitude
Summer’s nearly over, autumn is approaching, and the jobs numbers came in just right. So what are we worried about? Besides the slowdown in China, there are also concerns about the sagging bond market...
5 Sep 202315min
The central bankers’ rodeo
The central bankers of the world are just back from Jackson Hole, Wyoming, where they gathered to discuss the global economy. Two new papers dropped at the event, and together they say a lot about wha...
29 Aug 202317min
It’s tough out there for Goldman Sachs
The press has been savaging Goldman Sachs CEO David Solomon. And only the Unhedged Podcast is brave enough to defend him. A little bit. Well, we’re not saying he’s the greatest ever, but there are a l...
24 Aug 202317min
