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Banks
Transcript: Will commercial real estate hurt regional banks?
...I’m reporter Ethan Wu here in the New York studio, joined by the man who is definitely not gonna blow up the US economy: Robert Armstrong. Robert ArmstrongYou sell me short, Ethan....
February 1, 2024
Transcript
Transcript: Rethinking Tesla and Apple
...Robert ArmstrongYes. Well, part of the problem here is the simplest reason of all: Tesla is making less cars and thus, fewer money. Ethan WuWe just got these first-quarter delivery numbers, right?...
April 4, 2024
FT Live
Bank of the Year Awards 2024
Recognising the best in banking globally
Wednesday, 4 DecemberLondon, UK
Transcript
Transcript: Shopify vs Amazon
...Robert ArmstrongThis was for toys was the attitude of the rest of the industry. Ethan WuYeah. Nvidia is making chips for gamers. Who gives a crap, right? Tesla....
April 11, 2024
Transcript
Transcript: Wall Street bets on Reddit
...Robert ArmstrongAnd it’s a plausible story. Ethan WuSure, it is. It’s just, how do you estimate the magnitude of that business, right? Robert ArmstrongYes....
March 28, 2024
Transcript
Transcript: The great British bargain show
...Robert ArmstrongThis was a tough call for me, Ethan, but I’m going long the price of cocoa. Ethan WuOh, that’s a good one....
March 26, 2024
Transcript
Transcript: Listener questions
...Robert ArmstrongAnd the idea is that this stock has been going up lately. Is that right? Ethan Wu Yeah. This Utz stock since October of 2023, it’s up about 56 per cent. So Joe’s absolutely right....
March 19, 2024
FT Live
Future of the Car
The technology and new business models shaping the next decade in automotive
Tuesday, 7 MaySancroft, Paternoster Square, London EC4M 7DQ, UK
Unhedged
Philip Tetlock on teaming up with AI Premium content
...Steady our nerves: robert.armstrong@ft.com and ethan.wu@ft.com. Friday Interview: Philip Tetlock Philip Tetlock is one of the most influential social scientists in the world....
April 5, 2024
Unhedged
Inflation narrative whiplash Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
April 17, 2024
Transcript
Transcript: Listener mailbag with the Unhedged podcast
...The first part of the question is: what do the names Chris Adams, Vin Tanner and Chico mean to you? Robert Armstrong Ethan? Ethan Wu Not much. Michela Tindera Oh. Robert Armstrong Nothing....
March 20, 2024
Transcript
Transcript: The dilemma of the supercompany
...This is an audio transcript of the Unhedged podcast episode: ‘The dilemma of the supercompany’ Ethan WuRob, how do you feel about Meta? Robert ArmstrongWell, I’m not on Facebook. I am on Instagram....
February 15, 2024
UnhedgedRobert Armstrong
Higher earnings, please Premium content
...The big banks start reporting on Friday. The news will be good. But perhaps not as good as it should be (see below). Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
April 8, 2024
UnhedgedRobert Armstrong
Art as investment and investment as art Premium content
...As we argued back in October, markets don’t understand war any better than the rest of us. Is this time different? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
April 15, 2024
Unhedged
Harley Bassman: mortgage bond prices are ‘off the charts crazy’ Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Friday interview: Harley Bassman Almost all of what fixed-income options traders do on Wall Street today, Harley Bassman did first....
April 12, 2024
Unhedged
A better bull market? Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. 2024 vs 2021 There is not, so far as we know, an agreed-upon marker for the birth of a bull market....
March 7, 2024
Unhedged
Quantitative tightening is easy Premium content
...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....
March 4, 2024
FT Live
Business Book of the Year Award 2024
The search for the best business book is under way
Monday, 9 December1 Grosvenor Pl, London SW1X 7HJ, UK
Transcript
Transcript: Cool markets, hot takes
...Robert ArmstrongI had the most New York possible New Year’s Day. Ethan WuIs that right? Robert ArmstrongYeah. I went to Coney Island....
January 4, 2024
Unhedged
The US economy is normal again Premium content
...If your child has a Frozen II Nerf gun they used once and never again, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
April 4, 2024
Transcript
Transcript: How not to pick stocks
...Robert ArmstrongOK, Ethan, I am short the final stage of “enshittification”. And I use that word because it was in the FT today....
February 8, 2024
Unhedged
Uber’s Dara Khosrowshahi defends buyback policy
...If other CEOs out there (other than John Ridding) have complaints, send them to: robert.armstrong@ft.com and ethan.wu@ft.com....
February 28, 2024
Transcript
Transcript: Is America overpriced?
...Robert ArmstrongKilling the rest of the world. Ethan WuYeah. And that . . . Robert ArmstrongEven on that basis....
January 18, 2024
UnhedgedRobert Armstrong
Does private credit generate excess returns? Premium content
...Draggers replied that the crowds of office workers ambling outside in the eerie half-light would hurt productivity. What say you? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
April 9, 2024
Unhedged
Adam Posen: ‘We overlooked how resilient people are’ Premium content
...Wait for the cover of Barron’s tomorrow? If you have a better plan, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
March 1, 2024
Unhedged
Regime change is here
...Ethan here, with some professional news. After two-and-a-half years, this is my last edition of Unhedged....
April 19, 2024
Unhedged
Valuing Reddit, take 2 Premium content
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
March 28, 2024
Unhedged
Five ways US growth accelerates
...Email us your view: robert.armstrong@ft.com and ethan.wu@ft.com....
March 26, 2024

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