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...Ethan WuYeah, I know, I think that’s definitely the case. With Apple. I mean, it may just be that it has different challenges in front of it than Microsoft, Meta, Alphabet, whatever....
...So in this case it was, be a totally merchant-centric business where Amazon has decided to be completely customer-centric....
...And, you know, part of the case bolstering inflation fears is actually just how strong the economy is, right?...
...Ethan WuIn other words, if it were really a Brexit discount, you would expect Brexit-exposed stocks to be extra, extra discounted, right? And that doesn’t appear to be the case....
...Like someone will have to call me and make the case because I just don’t know. Can you do it? Maybe. I don’t know....
...Ethan WuThis is crucial....
...Although SoundHound seems to have the word AI after its name now, so I don’t know if that was always the case. If it’s ever been just SoundHound. Ethan WuIt used to just be . . ....
...Ethan Wu Yeah, it could be. And I mean, that’s the bull case for Tesla. That’s certainly what, you know, Tesla CEO Elon Musk will be betting on. The EV market is still in early days, right?...
...(Laughter) Ethan WuYeah....
...Ethan WuBut the magistrate in the case seems open to it. Joe MillerExactly. So I was following this, you know, without much hope of it ever going anywhere....
...You can read about it in the Unhedged newsletter, but we thought it would be a good time to talk about, you know, what’s the case for factor investing and why Katie doesn’t buy it....
...I was indicating that I’m not certain about my answer by the fact that my tone rose at the end of the answer, in case you guys didn’t catch that....
...Crypto and blockchain, I mean, time does not allow for us to fully demolish the proposed use cases for this stuff. Whereas AI is real, it has very practical applications....
...That’s not really the case. Robert ArmstrongDoesn’t seem to be happening. (Laughter) Ethan WuDoesn’t seem to be happening....
...Ethan WuIn this case, a good thing. All right, Rob, we’ll be back in a moment with Long/Short. [MUSIC PLAYING] Welcome back....
...Ethan WuYes. Caveat emptor everywhere....
...I’m Katie Martin, the markets columnist here at the FT in London, and to answer these weighty questions, I have my usual sidekick, Ethan Wu, in New York. Ethan, hello. Ethan WuHey, Katie....
...I’ll be watching it closely, in any case. [MUSIC PLAYING] Ethan WuI’ve got a Miami-based insurance company stock to sell you, Rob. Robert Armstrong(Laughter) Oh, Miami. That’s another question....
...Ethan WuYeah....
...Ethan WuA test case for many pains in the butts to come. Pains in the butts. Pains in the butt. [MUSIC PLAYING] Ortenca AliajPlease stop repeating....
...But that 38 per cent number has not really been the case, especially in the last decade....
...When filmmakers Joel and Ethan Coen ended their professional relationship in 2018, the reason seemed mundane....
...Now, in the case of New York Community Bancorp, I will say that there is at least one important extenuating circumstance: that this bank did two big acquisitions in the last couple of years, the second of...
...Ethan WuAbsolutely....
...Ethan WuI think what I’d say is 2024 is probably the year that some of these long-pending antitrust cases start to hit, but that the actual impact to investors probably will be on the smaller side....
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