It is the season for giving and banks are giving us a lot of year-ahead reports. Katie, Robert and Aiden actually read these things, and today on the show they discuss what they’ve learned. It all raises questions about very narrow corporate spreads, an AI bubble and what happens if things go right in the jobs market, or wrong in the Middle East. Also we go long hair products, short turkey and limit long Josh Kushner’s big bet against diversification.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
You can email Robert Armstrong at [email protected] and Katie Martin at [email protected].
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
11/21/24 • 25 min
1 Listener
Generate a badge
Get a badge for your website that links back to this episode
<a href="https://goodpods.com/podcasts/unhedged-265909/looking-at-2025-78647322"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to looking at 2025 on goodpods" style="width: 225px" /> </a>
Copy