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...[MUSIC PLAYING] Robert ArmstrongThanks for being on the show. Tim HarfordOh, that’s a real pleasure. Thank you, Rob. I loved it....
...(Robert laughs) We can put it that way. But I wanna zoom out though, Rob....
...Robert ArmstrongYes. I saw the fee structure and it threw out my back. Ethan WuYeah. Makes two and 20 look like light work. I mean, Rob, I gotta give you credit....
...But, Rob, I actually brought you a gift. Robert ArmstrongAwww. Ethan WuFrom the TSMC Museum of Innovation, your very own Taiwan Semiconductor Manufacturing Company hat. Robert ArmstrongYes!...
...(Robert laughs) We’re not there yet. All right, Rob, we’ll be back in a moment with Long/Short. [MUSIC PLAYING] Welcome back....
...So we are going to ask, Rob and I, exactly how worried should we be about this little pick-up in US inflation? Rob, give us the numbers. Like what’s going on here? Robert ArmstrongOK....
...I don’t get it, Rob. Make it stop. Robert ArmstrongI’m long something. I am long Berkshire Hathaway....
...Ethan WuWell, so, Rob, money where your mouth is: long Utz or short Utz? Robert ArmstrongJeez....
...But Rob, I think this is probably the hardest one to say for sure. Robert Armstrong Yeah, it is....
...I’m Rob Armstrong. Thanks for listening. [MUSIC PLAYING]...
...Rob. Well, what did you think? Robert Armstrong I am a clothes nerd, but really only about men’s clothes....
...So Rob, explain those ideas....
...I mean, Harlow, Rob Halfon’s seat, is typically regarded as a real bellwether....
...Rob, what do you feel like we learned? Robert ArmstrongFirst of all, no regrets. (Ethan laughs) It’s a stockpicking contest....
...Rob, I am short polyamory....
...Robert ArmstrongYeah, I would have taken it if you hadn’t taken it. Elaine MooreAnd I know why that is, Rob....
...Rob, you wrote a piece about this today in the Unhedged newsletter. What’s going on with NYCB? Robert ArmstrongEthan, with troubled banks, as with cockroaches, there is never just one....
...Now, Rob, I’m told that you know how we always ask in these situations, hey, Rob, what can go wrong?...
...Lucy Fisher Yeah, but Rob, I think you make an interesting point that it’s quite limited in what it does....
...Robert ArmstrongAlmost the entire time in all three steps, but that’s irrelevant. It was a good kind of nausea. Ethan WuSpeaking of things that are plunging and/or puking, stocks, Rob . . ....
...Rob I am long “Low-fee Larry”. Robert ArmstrongWow! Low-fee Larry. Is that, are you talking about Larry Bird? Ethan WuLarry Fink, CEO of BlackRock. Robert ArmstrongLarry Fink....
...Rob is on X @rbrtrmstrng. – Rob recommends the late André Leon Talley’s book The Chiffon Trenches. You can read the FT review here....
...Robert ArmstrongYeah. So things eventually happen sometimes. Katie MartinWhat amazing insight. Robert ArmstrongDeep thoughts with Rob Armstrong....
...Welcome, Rob. (Robert and Jonathan laugh) Robert ArmstrongWhat’s going on? Ethan WuWell, Jonathan, we loved your — what do we call it? — graduatory piece. Robert ArmstrongValedictory....
...Rob, you long or short something? Robert ArmstrongI am long the late, great Charlie Munger — number two at Berkshire Hathaway, who died at the regal and stately age of 99 this week. He was the man....
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