Hints and tips:
...I’m Ethan Wu. Thanks for listening. [MUSIC PLAYING]...
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...(Wu & Armstrong) One good read Dan McCrum on the rise of Temu: “How does a $200bn company own less than $150mn worth of hard assets?”...
...(Ethan Wu) Apple lawsuits: different this time?...
...One good read Dan Wang’s long walk through Thailand....
...“‘Systemic liquidity shock’ is a fancy way of saying ‘panic’, and panics are what markets do,” said Dan Zwirn, chief executive at Arena Investors, a private credit firm....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. American exceptionalism My personal stock portfolio, which is made up entirely of index products, is 75 per cent US equities....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...We have seen hedge fund managers like Dan Loeb talk about how he’s shorting less and monitoring what retail traders are saying on social media much more....
...(Ethan Wu) Errata Yesterday we wrote about the Fed’s summary of economic projections, best known for its “dot plot”....
...(Ethan Wu) One good read SOS: save our sperm....
...Katie Martin and Ethan Wu look at whether the euphoria is justified....
...(Ethan Wu) One good read James Montier of GMO on high profit margins....
...Email me: ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why the Fed might fudge The Federal Reserve has pledged to keep inflation somewhere around 2 per cent....
...If you can think of an odder chain of events than that, email us about it: robert.armstrong@ft.com & ethan.wu@ft.com....
...In the meantime, you can email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us your conspiracy theories: robert.armstrong@ft.com & ethan.wu@ft.com....
...“Yiwu is leading the pack in China’s efforts to make the renminbi an international currency,” said Dan Wang, chief economist at Hang Seng Bank China....
...But other influential money managers are making a similar case, including Pimco’s chief investment officer Dan Ivascyn....
...Ethan Wu, wunderkind Evan Osnos masterfully captures the ennui among China’s professional class....
...Private equity firm Clayton, Dubilier & Rice has appointed Dan Glaser, former president and CEO of Marsh McLennan, as an operating partner....
...(Ethan Wu) One good read Ukraine is winning the meme war....
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