Unhedged

Disinflation, demographics, Doge

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Episode notes

Opinions are cheap so we’re making it up in volume, with three takes on the future of the economy. Today on the show, the entire staff of the Unhedged newsletter – Rob Armstrong and Aiden Reiter – gather to discuss looming inflation, the next 25 years of returns from the stock market and the challenges facing the so-called ‘department of government efficiency’. Also we go long Disney and long Turkey, the country.

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You can email Robert Armstrong at [email protected] and Katie Martin at [email protected]. 

Read a transcript of this episode on FT.com

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