Hints and tips:
...And live from the carpet, it’s Robert Armstrong. Robert ArmstrongIt’s true....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...Be that as it may, we thought we’d talk about some of the fundamentals going on....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
...And I’d heard of the magazine. And that’s what journalism is, love. Robert Armstrong Who did you go to work for when you were playing the Anne Hathaway character?...
...I’m glad Katie Martin isn’t here because I don’t think she’d be able. This is such a hurtful topic to her, the terrible performance of the UK market, that I don’t think she’d be able to be objective....
...I’d say it’s impossible. Ethan WuYeah, it would need to create a new business line. And which is why you’re seeing in the IPO documents they mentioned AI like 50 or 60 times, right?...
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...I’d worry more about Google. I’d worry more about Meta in terms of how the businesses can endure. Katie, I know you have something to say here....
...I’m Rob Armstrong. Thanks for listening. [MUSIC PLAYING]...
...Any thoughts welcome: robert.armstrong@ft.com and ethan.wu@ft.com. Tesla and the unsettled EV market Yesterday we wrote about one of two faltering Magnificent 7 stocks, Apple....
...There’d be much more consensus on what counts as an extraordinary claim. The Dow is going to go down 90 per cent? OK, that’s pretty extraordinary....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email me: robert.armstrong@ft.com. Friday interview: Aswath Damodaran Professor Aswath Damodaran of New York University is probably the world’s pre-eminent academic expert on equity valuation....
...Katie MartinGet out of here, Rob Armstrong. Robert Armstrong(Inaudible) rates. I mean, I’m not . . ....
...You’d either lose or make 8 points — no convexity. But if I showed you a bond that was win two, lose one, that’s a better bond!...
...I’m reporter Ethan Wu here in the New York studio, joined by supercompany analyst Robert Armstrong. Robert ArmstrongI think of myself as a supercompany, period. Supercompany Rob Armstrong....
...Email us your chocolate alternatives: robert.armstrong@ft.com and ethan.wu@ft.com....
...It’s really only the last point that gives us serious pause, but we are keen to hear what readers think: robert.armstrong@ft.com and ethan.wu@ft.com....
...If other CEOs out there (other than John Ridding) have complaints, send them to: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.Armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Increasing returns I used to think competition was a stronger economic force than it really is....
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