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...I’m Ethan Wu. Thanks for listening. [MUSIC PLAYING]...
...This has been like a he will, he won’t story for a while. I saw a story in Bloomberg earlier this week saying that Biden officials are kinda on the verge of doing it....
...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....
...His work ranges widely: he has written extensively about forecasting, judgment, politics and moral values. But he is best known for two books....
...I’m Ethan Wu. Thanks for listening. [MUSIC PLAYING] Quick clarification....
...And he’s also, because obviously he’s got a lot of spare time on his hands, the author of Any Happy Returns, which is a super deep dive on really long cycles in market and economy and the grand sweep of...
...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....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
...It’s really only the last point that gives us serious pause, but we are keen to hear what readers think: robert.armstrong@ft.com and ethan.wu@ft.com....
...He spoke with Unhedged this week about how he got his start, why buying recently issued mortgage-backed securities is the best trade right now and why what he does is much simpler than it looks....
...Anyway, he’s back. He wants to bring WeWork back from the ashes with the support of some hedge funds and he wants to be involved in this bid....
...You tell us: robert.armstrong@ft.com and ethan.wu@ft.com. No, higher rates are not (very) inflationary Here’s a theory that’s been making the rounds....
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