Looking at 2025
Banks are issuing their year-ahead reports. What do they think?
Unhedged · Financial Times & Pushkin Industries
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Show Notes
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.
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Read a transcript of this episode on FT.com
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