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...The ability to try out an argument one day, be wrong about it, and write about why you were wrong the next day is invaluable....
...Ethan WuYeah, I mean, we just got first-quarter GDP numbers a few days ago from China....
...A 30-day free trial is available to everyone else. Just go to ft.com/unhedgedoffer. I’m Ethan Wu. Thanks for listening. [MUSIC PLAYING]...
...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?...
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...Ethan WuCorporate bullying. Katie MartinCorporate bullying, saying, how would you look at a person who makes fun of your name day in, day out?...
...A 30-day free trial is available to everyone else. Just go to FT.com/unhedgedoffer. I’m Ethan Wu. Thanks for listening. [MUSIC PLAYING]...
...A 30-day free trial is available to everyone else. Just go to ft.com/unhedgedoffer. I’m Ethan Wu. Thanks for listening. [MUSIC PLAYING] Quick clarification....
...That means with the Move index at 100, the market thinks we’ll move 6bp close-to-close every day for 21 trading days. That’s across the whole curve....
...A 30-day free trial is available to everyone else. Just go to ft.com/unhedgedoffer. I’m Katie Martin. Thanks for listening. [MUSIC PLAYING]...
...For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X....
...That said, I was talking to the NYU valuation wizard Aswath Damodaran the other day about Nvidia, a stock which he bought at 27. By the way, it’s at 800. He has since sold a lot of his position....
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