Ethan Wu

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Friday, 23 February, 2024

Unhedged
Michael Mauboussin on increasing returns to scale Premium content
The strategist and professor discusses how to invest in companies that get better as they get bigger
Thursday, 22 February, 2024

Unhedged podcast19 min listen
WeWork rework
Value investors are looking to scoop up the remains of WeWork
Wednesday, 21 February, 2024

Unhedged
Dealing with the dividends doubters Premium content
Yields on US stocks are half their long-run average. Could that change?
Tuesday, 20 February, 2024

Unhedged podcast17 min listen
Active investors! Assemble
Can the markets be efficient if everyone is investing passively?
Tuesday, 20 February, 2024

Unhedged
Investment banks vs private credit Premium content
Banks are on the offensive for a change
Friday, 16 February, 2024

Unhedged
Armen Panossian: why the Fed might not cut Premium content
Oaktree’s incoming head talks high-yield bonds, private credit and why regional banks are lending to middlemen
Thursday, 15 February, 2024

Unhedged podcast17 min listen
The dilemma of the supercompany
How should long-run investors view the astonishing growth of the largest companies?
Tuesday, 13 February, 2024

Unhedged podcast17 min listen
Are dividends back?
Meta just issued its first dividend. Will this become more common?
Thursday, 8 February, 2024

Unhedged podcast18 min listen
How not to pick stocks
Our columnists enter the FT’s stockpicking contest, and are embarrassed. But they’ve got more ideas!
Tuesday, 6 February, 2024

Unhedged podcast16 min listen
High-yield bond bonanza
Spreads on high-yield bonds are historically tight. We ask why
Tuesday, 6 February, 2024

Unhedged
More on the corporate credit boom Premium content
Ultra-tight credit spreads are only part of the picture
Thursday, 1 February, 2024

Banks
Transcript: Will commercial real estate hurt regional banks?
Ethan Wu talks to Robert Armstrong and Joshua Oliver
Thursday, 1 February, 2024

Unhedged podcast17 min listen
Will commercial real estate hurt regional banks?
New York Community Bancorp shares fell 38% on Wednesday, partly on worries about the bank’s exposure to commercial real estate.
Tuesday, 30 January, 2024

Unhedged podcast19 min listen
Can China rebound in 2024?
While markets around the world take off, China continues to stumble. Will 2024 be any different?
Monday, 29 January, 2024

UnhedgedMarkets
The crowded corporate credit trade Premium content
With rates set to fall, are corporate bonds too expensive?
Friday, 26 January, 2024

Unhedged
Rob Arnott: the ‘big market delusion’ in AI stocks Premium content
The quant investor on Nvidia, value investing and his old tiff with Cliff Asness
Thursday, 25 January, 2024

Unhedged podcast16 min listen
Boardroom games
Electing board members just got more open
Thursday, 25 January, 2024

Unhedged
Are deals back? Premium content
Plus, modelling private credit expected returns
Tuesday, 23 January, 2024

Unhedged podcast14 min listen
Two stock markets, two takes
America’s leading stocks face antitrust allegations, while the UK’s high performers are neglected
Tuesday, 16 January, 2024

Unhedged podcast12 min listen
Cash rethink energises asset markets
High interest rates made cash attractive, until stocks took off
Thursday, 11 January, 2024

Unhedged podcast18 min listen
Today's inflation numbers
What the latest inflation figure tells us about shelter, goods and 10-year Treasuries
Thursday, 11 January, 2024

Unhedged
Investing after easy money Premium content
Plus syndicated loans and the Supreme Court
Tuesday, 9 January, 2024

Unhedged podcast20 min listen
Tech stock winners
In July, the FT’s Rob Armstrong and Elaine Moore went head-to-head in a stock-pickin…
Thursday, 4 January, 2024

Unhedged podcast19 min listen
Cool markets, hot takes
Markets moved down in the opening days of 2024. What are they worried about?
Tuesday, 2 January, 2024

Unhedged podcast20 min listen
The year ahead, according to AI, and humans
Is AI ready to compete with humans when it comes to making predictions about the economy?