
SI399: AI, Inflation and the Portfolio That Refuses to Sit Still ft. Alan Dunne
May 9, 2026 - 01:11:50
Radio and PodcastLive Radio & PodcastsOpening Radio and Podcast...
Radio and PodcastLive Radio & PodcastsFetching podcast shows and categories...
Radio and PodcastLive Radio & PodcastsFetching podcast episodes...
Radio and PodcastLive Radio & PodcastsFetching episode details...

A familiar portfolio map is being redrawn. Ian Harnett traces the regime shift from disinflation and reliable bond hedges to a world where inflation pressures linger, supply chains shorten, and capital becomes a policy t...
GM96: The End of the Hedge: When Bonds Stop Protecting Portfolios is an episode from Top Traders Unplugged with Niels Kaastrup-Larsen | Engaging Conversations with the Top Traders & Investors by Niels Kaastrup-Larsen. A familiar portfolio m...
You can listen to GM96: The End of the Hedge: When Bonds Stop Protecting Portfolios online on Radio and Podcast. Open the player on this page to stream the available audio.
GM96: The End of the Hedge: When Bonds Stop Protecting Portfolios is an episode from Top Traders Unplugged with Niels Kaastrup-Larsen | Engaging Conversations with the Top Traders & Investors by Niels Kaastrup-Larsen.
This episode is 01:01:06 long.
This episode was published on Feb 11, 2026.
This episode belongs to Top Traders Unplugged with Niels Kaastrup-Larsen | Engaging Conversations with the Top Traders & Investors.
Use the player on this page to stream the episode online.
Published Feb 11, 2026, 01:01:06 long, audio available.
May 2, 2026 - 01:07:49

Apr 29, 2026 - 01:00:50

Apr 25, 2026 - 01:11:47

Apr 22, 2026 - 01:11:04

Apr 18, 2026 - 01:20:57