Latest episodes of the podcast Unhedged
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OK, Doomer
02/09/2025
The people’s chip manufacturer
28/08/2025
The Fed under attack
26/08/2025
The new pump and dumps
21/08/2025
Is the market too concentrated?
19/08/2025
Will markets ever care about anything?
14/08/2025
Lies, damn lies and statistics
12/08/2025
The Little Railroad Merger That Could
31/07/2025
The EU folds on tariffs
29/07/2025
Is M&A turning around?
24/07/2025
Robotaxis, tech earnings and 24-hour trading
22/07/2025
Is Nvidia really worth $4tn?
17/07/2025
Heinz, Kraft and Warren Buffett
15/07/2025
The secret giant of finance
11/07/2025
Three surprises that might spook the markets
08/07/2025
The dilapidated dollar
03/07/2025
Building a big beautiful Europe
01/07/2025
Can anything stop the US economy?
26/06/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.