Impressive how deep Michael Lewis embedded himself for the next book

Huge HUGE signing for us at The Economist, especially at the Singapore bureau. Very exciting.

Shopify founder once said he would “arm the rebels” against “the empire”, Amazon. Lots has happened since that 2019 comment, but how does one do that anyway? In my debut episode on Unhedged, I discuss how with hosts Ethan Wu 🇺🇸🇹🇼 and Robert Armstrong Financial Times

open.spotify.com/episode/0jl6jE…

US inflation is not going quietly, by Robert Armstrong and Ethan Wu 🇺🇸🇹🇼
ft.com/content/282560… @ft

Reddit has never had a profitable year. NEVER! And yet its IPO this week saw its shares skyrocket on the first day of trading. Ethan Wu 🇺🇸🇹🇼 and Robert Armstrong dig into it on today's #Unhedged : bit.ly/4acyAPs

IT IS HAPPENING

Good thread on the state of labor negotiations in the FT's US operation.
I love working for the FT, the greatest newspaper in the world.
But my excellent coworkers deserve better than they get. Management needs to meet us in the middle -- starting today.
💪FT US Guild💪

1/8
Good FT piece by Ethan Wu on China's growth prospects. One way for China to achieve the 5% GDP growth target is through a boost in investment, but there are constraints on all three of the standard investment 'growth engines': property, infrastructure and manufacturing.

In today's FT Moral Money newsletter, a fascinating debut piece from our new recruit Lee Harris.

Could Big Tech giants like Amazon help drive a nuclear renaissance as they scramble to feed their energy-hungry data centres?

ft.com/content/f073b5…

Connected, if you’d been listening to FT Unhedged you’d have heard Katie Martin & Ethan Wu 🇺🇸🇹🇼 chatting Mag7 before it was a thing.

Dara Khosrowshahi makes a very interesting defence of share buybacks in today's Unhedged newsletter with Robert Armstrong and Ethan Wu 🇺🇸🇹🇼 ft.com/content/24f6eb…

Dani Rodrik warns that industrial policy should be focused on achieving one main policy priority, and that the attempt to push good jobs onto all industrial policies risks them failing ft.com/content/34872d…

Reading this interesting interview by Dani Rodrik with Financial Times Robert Armstrong Ethan Wu 🇺🇸🇹🇼 his argumentation reminds me of a historian rather than an economist ... in a good sense!
ft.com/content/34872d…

From the man who brought you “Sam Bankman-Fried is not very good at League of Legends”

Louis Ashworth on RuneScape, the PE-backed game that taught millions of kids (me included) about bid/ask spreads, arbitrage, value chains, and getting scammed online

ft.com/content/c49749…

Very good interview of Oaktree's Armen Panossian by Ethan Wu 🇺🇸🇹🇼

ft.com/content/082428…

Should also add that Katie Martin & Ethan Wu 🇺🇸🇹🇼 discussed this issue in their excellent podcast a few days ago: podcasts.apple.com/gb/podcast/hig…