Hints and tips:
...I’m Katie Martin, the markets columnist here in London, and I’m joined, finally, after a little break, by Rob Armstrong, who writes the Unhedged newsletter in New York. Rob, how are you doing?...
...I’m Rob Armstrong. Thanks for listening. [MUSIC PLAYING]...
...I’m reporter Ethan Wu here in New York, joined by my boss, Robert Armstrong, who has just pulled up to the office in his brand shiny new Tesla Cybertruck....
...And live from the carpet, it’s Robert Armstrong. Robert ArmstrongIt’s true....
...I’m reporter Ethan Wu, back at last from my two-week sojourn in the beautiful island of Taiwan, joined today by my boss, Robert Armstrong, who has dug in to UK stocks to probably the most fanfare we’ve ever...
...I’m reporter Ethan Wu here in the New York studio, joined by my boss Robert Armstrong, who despite not being a Reddit user, has just written two articles. Robert ArmstrongBut you are a Redditor....
...I’m Rob Armstrong in New York and I’m joined today by Josh Oliver in London....
...I’m Ethan Wu. Thanks for listening. [MUSIC PLAYING]...
...Katie MartinGet out of here, Rob Armstrong. Robert Armstrong(Inaudible) rates. I mean, I’m not . . ....
...Robert Armstrong And I’m sure that’s true. I’m sure it’s even more true probably in fashion than many industries. The point is, this is what the movie chose to emphasise....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
...I’m Katie Martin, I’m a markets columnist here at the FT in London, and I am joined down the line from New York by the one and only Rob Armstrong from the Unhedged newsletter, who has returned uninjured,...
...Robert Armstrong I’m gonna recommend two books. I would like, Katie, I’m gonna pick some narrative books that really changed my point of view....
...Damodaran: I’m not a market timer, but here’s what I do....
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...(Laughter) Robert Armstrong(Laughter) Let’s go! Ethan WuAll right, I’m with you. Let’s go....
...You tell us: robert.armstrong@ft.com and ethan.wu@ft.com. No, higher rates are not (very) inflationary Here’s a theory that’s been making the rounds....
...Email us your chocolate alternatives: robert.armstrong@ft.com and ethan.wu@ft.com....
...Bassman: And I’m getting paid for that. I’m getting 150bp over Treasuries with no credit risk. Yes, there’s no free lunch; I can’t guarantee you’re going to win....
...I’m reporter Ethan Wu here in the New York studio, joined by the man who picks the stocks — good stocks, the ones that go up — Robert Armstrong. Robert ArmstrongYes. I love the ones that go up....
...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....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...I’m not going to do that, because of time constraints and laziness. But there is another, utterly unscientific but quite interesting way to look at this: one company at a time....
...There are, of course, those rich people who travel in the airy realms of the personal stylist, but I’m not convinced this works....
...Send me your thoughts: robert.armstrong@ft.com. Can spreads ever be too tight? To the extent that markets people are worried about an overheated market, their concerns are focused on US stocks....
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