Hints and tips:
Related Special Reports
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...And live from the carpet, it’s Robert Armstrong. Robert ArmstrongIt’s true....
...Be that as it may, we thought we’d talk about some of the fundamentals going on....
...A 30-day free trial is available to everyone else. Just go to ft.com/unhedgedoffer. I’m Rob Armstrong. Thanks for listening. [MUSIC PLAYING]...
...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 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....
...Robert Armstrong Yeah. [MUSIC PLAYING] Lilah Raptopoulos I’d love to talk a little bit more about the nostalgia now about that time and why it’s resonating with people now....
...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?...
...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....
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...I’m Rob Armstrong in New York and I’m joined today by Josh Oliver in London....
...I’d want to see comparisons of leadership today to financial performance a decade hence. A single financial measure is not nearly enough, and operating margins are a particularly bad choice....
...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....
...And you’d have been worrying about inflation a year and a half before Jay Powell said it was “probably a good time to retire” the “transitory” label: Monetarism, the idea that changes in the quantity of...
...Robert Armstrong Yes. I want to talk about a few other spooky things....
...Probably this just a meaningless short-term blip. But Unhedged finds itself thinking about the phrase “maybe no rate cuts this year” quite a lot. Do you? Email me: robert.armstrong@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com Apple the formerly magnificent Only five of the Magnificent 7 tech stocks are performing magnificently in 2024....
...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!...
...If my engineering pod fails to return its cost of capital, I can’t sell it — I’d have to lay them off. That comes with a financial cost but more importantly a human and organisational cost....
...Email us your chocolate alternatives: robert.armstrong@ft.com and ethan.wu@ft.com....
...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....
...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....
...At this rate, we’ll have to revise our “it’s not a bubble” view to “well, it wasn’t a bubble until you all went nuts”. Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
International Edition