The triangle of confusion
Why do markets, sentiment and data seem to say different things?
Unhedged · Financial Times & Pushkin Industries
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Show Notes
Markets, data and sentiment are often looked to as indicators of the present and guides to the future. But these data points aren’t helping as much as they used to. Today on the show, Robert Armstrong, Hakyung Kim and John Foley try to understand why major numbers are in such constant conflict. Also, they go long Matcha and long data centres in space.
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Read a transcript of this episode on FT.com
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