Hints and tips:
...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....
...You can email Ethan at ethan.wu@ft.com. Read a transcript of this episode on FT.com...
...Sonja Hutson Ethan Wu is a financial reporter for the FT and hosts the Unhedged podcast. Thanks, Ethan. Ethan Wu Thanks, Sonja....
...says Peter Hanbury, a semiconductor expert at consulting firm Bain....
...I put this question to Peter Hecht, managing director at AQR and a former finance professor at Harvard Business School....
...As Peter Campbell laid out in the Financial Times yesterday: The global auto industry manufactured 10.5mn electric vehicles last year — and expects to produce 13.5mn this year . . ....
...Additional help by Michela Tindera, Cara Shillenn, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Monica Lopez....
...Peter, I’m curious what metrics you’d suggest we look at to understand how power is really being used in our political economy?...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...(Ethan Wu) One good read Is it possible that Ron DeSantis ran the worst campaign ever?...
...We’re joined by the FT’s markets editor Katie Martin and Ethan Wu, a member of the FT’s Wall Street team here in New York....
...That’s from Peter Grant, in The Wall Street Journal....
...Katie Martin and Ethan Wu look at whether the euphoria is justified....
...I’m Ethan Wu. Thanks for listening....
...This reminds us of an old Peter Arno cartoon depicting a bunch of ancient gentlemen seated around a long table, wearing wrinkled grins....
...This is one criticism you’ll hear, and I want to read just briefly from Peter L Bernstein’s 1996 investing classic, Against the Gods. He writes here, gives this little fictional story....
...Additional help from Monica Lopez, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley....
...Special thanks goes out to Roula Khalaf, Rob Armstrong, Peter Spiegel, Alastair Mackie, Jess Truglia and Sam Giovinco at the FT, and to Jacob Weisberg, Gretta Cohn and John Schnaars at Pushkin....
...Our terrific colleagues played a friendly game of news trivia, and the FT’s Ethan Wu gave us a preview of his new podcast Unhedged, which comes out June 13....
...Email us: robert.armstrong@ft.com & ethan.wu@ft.com. Can we blame the accounting?...
...Wu, of NLVC, says BYD’s more upmarket Han model is “revolutionary” with a price tag of around Rmb200,000-ish but features more commonly found on cars costing Rmb500,000 and above....
...Send us your thoughts: robert.armstrong@ft.com and ethan.wu@ft.com. US earnings season: recession hints? The US economy is sending mixed signals....
...We had help this week from Persis Love, David da Silva, Michael Lello, Peter Barber and Gavin Kallmann. Our executive producer is Topher Forhecz....
...In a Chinese research brief published in 2021 — spotted by US experts Peter Singer and Alex Stone — high-ranking PLA researchers predicted that the western technology restrictions were poised to become more...
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