Hints and tips:
...James Wu, a Shanghai-based fund manager, said he had sold banking stocks this month as he doubted the rally would continue....
...Before I did this, I remember Sir James Goldsmith, one of these corporate raiders in the 1980s, wanted to buy call options on $100mn worth of bonds. We just made up the price....
...(Ethan Wu) One good read James Mackintosh argues against bubble talk....
...I’m Ethan Wu. Thanks for listening. [MUSIC PLAYING]...
...Let us know what you think of this format: robert.armstrong@ft.com and ethan.wu@ft.com. Bill Dudley talks to Unhedged The interest rate cycle is not over and inflation is not back to 2 per cent....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...But for now, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Trump’s second term We don’t write about politics much at Unhedged, because we don’t have political expertise....
...team had been “banished” as then-owner James Dolan explored its sale with cumulative losses surpassing $100mn....
...Tech executives including OpenAI’s Sam Altman, Elon Musk, Salesforce’s Marc Benioff, Google’s James Manyika and Demis Hassabis, and Arm’s Rene Haas are also in attendance....
...James Char, a China expert at the S Rajaratnam School of International Studies in Singapore, attributed resurgence of interest in PAFDs to the “CCP party-state stressing ‘security’ over ‘development’”, which...
...(Ethan Wu) One good read James Montier of GMO on high profit margins....
...“Samsung sees 2 nanometre as a game-changer,” said James Lim, analyst at US hedge fund Dalton Investments. “But people are still doubtful it can execute the migration better than TSMC.”...
...Let us know what you’ll be looking for: robert.armstrong@ft.com and ethan.wu@ft.com....
...Capital Economics’ James Reilly thinks the former....
...In the mid-2010s, said James Wu, a Beijing-based publisher who had worked with Citic Press Group, China’s largest publisher of business and non-fiction books, companies would acquire the Chinese publishing...
...“When you have only one place to go to purchase something, the seller sets the terms on how transactions are settled,” said James Wu, a Yiwu-based furniture exporter who began demanding renminbi payments...
...One good read James Mackintosh on the 60/40 portfolio....
...Wu’s study also highlights how the NFT market in China will be shaped by the government’s strict regulatory framework....
...JAMES LEWIS: What if China, in some way, got control of Taiwan?...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The debt ceiling Last week’s tragicomic House Speaker election has caused a lot of anxious ink to be spilled about the debt ceiling....
...Email us your gaming hate list: robert.armstrong@ft.com and ethan.wu@ft.com. The crypto flame-out Should regulators let crypto burn? Our view, crudely stated, is yes....
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