16 min listen
Three markets, three highs
FromUnhedged
ratings:
Length:
20 minutes
Released:
Feb 27, 2024
Format:
Podcast episode
Description
In the last few weeks, markets have hit highs in the US, Europe, and Japan. Today on the show, we try to understand what has powered the results. We talk about chip company Nvidia, but also renewed optimism in Japan and the arrival of a new acronym describing the leaders in Europe: ‘Granolas’. Also we go long Berkshire Hathaway, and short gilets, or as Americans call them, “vests”.For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedofferFollow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X. You can email Ethan at ethan.wu@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Released:
Feb 27, 2024
Format:
Podcast episode
Titles in the series (100)
Why the bond market matters now: Debt has always been the biggest market, but now it’s getting the most attention, too. by Unhedged