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Transcript
Transcript: Rethinking Tesla and Apple
...Robert Armstrong(Laughter) Yeah. China. No no, no. And I think all of this kind of jibber-jabber is off base....
April 4, 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
FT Live
Evolving retirement strategies in an ever-changing world
What new regulatory developments mean for IFAs
Tuesday, 30 April1 Friday Street, London
Transcript
Transcript: Shopify vs Amazon
...And live from the carpet, it’s Robert Armstrong. Robert ArmstrongIt’s true....
April 11, 2024
Transcript
Transcript: Wall Street bets on Reddit
...And the question really for Reddit is, is it a good business and can it survive in Meta’s world? This is Unhedged, the markets and finance show from the Financial Times and Pushkin....
March 28, 2024
Transcript
Transcript: Inside the crypto hype machine
...I’m Rob Armstrong. Thanks for listening. [MUSIC PLAYING]...
March 21, 2024
Transcript
Transcript: The great British bargain show
...They were, they had a privileged position within the largest free trade area in the world. Their companies tend to be very outward-facing and they have just created friction....
March 26, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Unhedged
What’s wrong with Apple? Premium content
...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....
April 2, 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
Unhedged
The equity rally is on pause Premium content
...We try our hand at an answer below, but do chime in: robert.armstrong@ft.com and ethan.wu@ft.com. A flat market On or around March 20, the stock market stopped rising and started moving sideways....
April 16, 2024
Unhedged
Are higher rates inflationary? Premium content
...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....
April 18, 2024
Unhedged
Inflation is not going quietly Premium content
...Microsoft, which has had more legal targets painted on its back than anyone, is the highest-valued corporation in the world....
April 11, 2024
Transcript
Transcript: Listener questions
...As Robert Matthews, not Armstrong, very wisely points out, you know, the stock market there was doing great....
March 19, 2024
UnhedgedRobert Armstrong
Art as investment and investment as art Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
April 15, 2024
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
Fear of inflation returns Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How much inflation is priced in?...
April 10, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
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
UnhedgedRobert Armstrong
How dominant is fiscal dominance? Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
April 1, 2024
Unhedged
Five ways US growth accelerates
...Email us your view: robert.armstrong@ft.com and ethan.wu@ft.com....
March 26, 2024
Transcript
Transcript: Can the US stock market stand 3% US inflation?
...Katie MartinGet out of here, Rob Armstrong. Robert Armstrong(Inaudible) rates. I mean, I’m not . . ....
March 14, 2024
Transcript
Transcript: Design Series — The fashion of ‘The Devil Wears Prada’
...Robert Armstrong Well, it’s very different for me, right, because I’m not a person really from the fashion world and I don’t really look seriously at women’s clothes. But let me say this....
April 12, 2024
Transcript
Transcript: Three markets, three highs
...Rob Armstrong, have a guess why. Have a guess what pushed it over the edge. Robert ArmstrongIs it Nvidia?...
February 27, 2024
UnhedgedRobert Armstrong
UK stocks are not all that cheap Premium content
...For example, the MSCI world large cap index has outperformed the MSCI world mid-cap index by almost five percentage points a year over the past five years....
March 25, 2024
Transcript
Transcript: Listener mailbag with the Unhedged podcast
...But it really is quite an eye-opener into how a big hedge fund can get big ideas about itself, and it can look extremely strange to the outside world. Robert Armstrong I’m gonna recommend two books....
March 20, 2024
UnhedgedRobert Armstrong
Rates will matter to markets again, soon Premium content
...Send other reasons to be cheerful: robert.armstrong@ft.com. Rates will matter again before long The market doesn’t seem to care much about interest rates right now....
March 18, 2024
Unhedged
A second month of sticky inflation Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
March 13, 2024

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