Learning to love the boom
Examining arguments that the markets are right
Unhedged · Financial Times & Pushkin Industries
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Show Notes
Rates are up and so are the markets, baffling the bears. Today on the show, FT correspondents Ethan Wu and Katie Martin look at five reasons the market might be rationally booming, including investor sentiment numbers, the AI revolution, changing expectations about interest rates and several promising economic fundamentals. Also, we short the UK budget and go long our own show.
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Read a transcript of this episode on FT.com
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