{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/6478a825654260001190a7cb/65e77a5dc078ea0015f90b9e?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Learning to love the boom","description":"<p>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.&nbsp;</p><p><br></p><p>For a free 30-day trial to the Unhedged newsletter go to: <a href=\"https://www.ft.com/unhedgedoffer\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.ft.com/unhedgedoffer</a></p><p><br></p><p>Follow Ethan Wu (<a href=\"https://twitter.com/ethanywu\" rel=\"noopener noreferrer\" target=\"_blank\">@ethanywu</a>) and Katie Martin (<a href=\"https://twitter.com/katie_martin_fx\" rel=\"noopener noreferrer\" target=\"_blank\">@katie_martin_fx</a>) on X. You can email Ethan at <a href=\"mailto:ethan.wu@ft.com\" rel=\"noopener noreferrer\" target=\"_blank\">ethan.wu@ft.com</a>.</p><p><br></p><p><a href=\"https://www.ft.com/content/084419a4-cd8e-478e-8c66-070bcbe03689\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>Read a transcript of this episode on FT.com</strong></a></p>","author_name":"Financial Times & Pushkin Industries"}