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...I’m Rob Armstrong. Thanks for listening. [MUSIC PLAYING]...
...It’s interesting, the people I know who drive Teslas fit into two camps, people I talked to. One camp is New York City Uber drivers who love their Teslas....
...Well, first let me just state as a blanket statement that I despise the young. And so I hesitate to approve of anything that young people do....
...And you know, similarly, you look at big banks, you look at Barclays and Citigroup in the United States, Barclays in the UK, Citigroup in the United States....
...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....
...Most obviously, people are worried about the Iran-Israel conflict....
...What is interesting though is there is still a lot of talk around in the United States market that this is an Nvidia rally or it is a tech rally or it is a big-cap tech rally....
...Unhedged: Let’s talk about it in terms of a mortgage, which is probably the way people are most familiar with convexity....
...Over at the WSJ, Jinjoo Lee focused on the dollar stores chains — Dollar Tree and Dollar General — noting that the end of pandemic-era Federal supplements to state food stamp programs continue to pressure...
...And recently, there’s been a lot more optimism about the state of corporate Japan, about economic growth in the country. And that’s all good news....
...And there’s a lot of doomerism around about America. You know, people on the right, people on the left, everybody like say, boo hoo, America, this, America that....
...At the end of the day, Biden wants to knit together this grand bargain that would see normalisation between Israel and Saudi, a pathway towards a Palestinian state, the end of the war....
...The fact is we don’t have enough housing units in the United States....
...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....
...And on the other end of the line, all the way from New York, which I missed dearly, one financial commentator, Robert Armstrong. Robert ArmstrongWhat are you looking at right now?...
...Unhedged: The East Asian economic miracle gets a lot of attention. It’s what a lot of people think of when they think of industrial policy....
...[MUSIC PLAYING] It all raised uncomfortable questions about the state of the commercial real estate sector, which a lot of folks, from regulators to market participants, have been worried about....
...But congratulations to Robert “Value This” Armstrong for the victory. Robert ArmstrongElaine, what’s gonna happen next year? What is the fate of these?...
...Armstrong here, back after a week in California....
...Private equity firms own hundreds of thousands of houses in the United States. What the hell’s going to happen there? Who’s going to protect on the downside? No one....
...Apparently that makes us terrible people because journalists are always trying to think about things that go wrong. Nonetheless, what are the challenges here, Rob Armstrong?...
...That, of course, is not really socially particularly beneficial because the crashes that are an inevitable part of that hurt a lot of people across society....
...And that in turn is informed by fundamentals, by profits, by the state of the economy. Robert ArmstrongThat’s a really good way to think of it....
...Email us your cockamamie schemes: robert.armstrong@ft.com and ethan.wu@ft.com. New year, same old CRE On the list of 2023’s overwrought market fears, commercial real estate ranked high....
...Robert Armstrong(Laughter) A lot of people who get over the rainbow are disappointed to find that out. But, you know, I’m telling you, this way. I just don’t understand the case for gold, really....
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