Cool markets, hot takes

After a roaring December, the markets cooled a bit in the first days of 2024. Today on the show, hosts Ethan Wu and Robert Armstrong think big thoughts about long yields in treasuries, the historical correlation of equities and debt, and the Big Tech stocks as an asset class. Also, we go long Alibaba and short commercial real estate. 

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Read a transcript of this episode on FT.com

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