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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: Wall Street bets on Reddit
...overarching question I think Wall Street is asking and users of the site are asking, this becomes a big public business that makes money and that everybody knows how much money it’s making and it’s the C-suite...
March 28, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
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
Markets
Can spreads ever be too tight? Premium content
...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....
March 19, 2024
Unhedged
Where Tesla departs from the Mag 7 Premium content
...Any thoughts welcome: robert.armstrong@ft.com and ethan.wu@ft.com. Tesla and the unsettled EV market Yesterday we wrote about one of two faltering Magnificent 7 stocks, Apple....
April 3, 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
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
UnhedgedRobert Armstrong
Berkshire or the S&P? Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
February 26, 2024
Unhedged
Torsten Slok: the Fed won’t cut this year Premium content
...Email me: robert.armstrong@ft.com. Friday Interview: Torsten Slok Torsten Slok is one of Wall Street’s most closely followed economists....
March 22, 2024
Unhedged
If the Magnificent 7 are expensive, so is the market Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
February 7, 2024
Behind the Money podcast24 min listen
Listener mailbag with the Unhedged podcast
...The host of Unhedged, Ethan Wu, plus the FT’s US financial commentator Rob Armstrong and markets editor Katie Martin join Michela to traverse topics ranging from the longevity of the Magnificent Seven stocks...
March 19, 2024
Unhedged
Five questions for 2024 Premium content
...We like boxes B and C. Will the long end follow the short end down, and why? We can debate how much short rates will come down, but it seems pretty clear that they will fall....
December 19, 2023
Unhedged
Bob Michele: ‘the Fed should start cutting rates’ Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Friday Interview: Bob Michele When trying to solve bond market mysteries, Unhedged has long depended on the wisdom of Bob Michele....
January 5, 2024
UnhedgedRobert Armstrong
The case for optimism Premium content
...(Armstrong & Wu) One good read A defence of active fund management....
November 6, 2023
Unhedged
The Zombie notpocalypse Premium content
...“Is it true that triple-C firms have interest coverage ratios below 1? Definitely, but that’s always been the case....
November 21, 2023
Unhedged
It’s a good time to be Rick Rieder Premium content
...Let us know who you would like to hear from on future Fridays: robert.armstrong@ft.com and ethan.wu@ft.com....
December 1, 2023
FT Live
Crypto and Digital Assets Summit Asia
Transforming mainstream finance
Thursday, 5 DecemberDigital Conference
Unhedged
The next corporate debt crisis Premium content
...If you’ve looked deep into the bond market’s eyes and seen its soul, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
November 7, 2023
Behind the Money podcast20 min listen
Listener mailbag with Martin Wolf & more
...FT columnists and editors such as Martin Wolf and Robert Armstrong respond to listener questions about everything from finance to markets to the economy....
January 3, 2024
UnhedgedRobert Armstrong
Place your bets Premium content
...Write your predictions in the comments, on Twitter (@rbrtrmstrng) or by email: robert.armstrong@ft.com and ethan.wu@ft.com....
July 5, 2023
Transcript
Pub quiz showdown: Alphaville vs Unhedged
...Is it A) 27 per cent, B) 48 per cent or C) 95 per cent? Robin Wigglesworth I know they’re up a lot this year, aren’t they, Alex? Alexandra Scaggs Yeah. Yeah, I think....
November 8, 2023
Unhedged
CRE’s strains are contained Premium content
...(Wu & Armstrong) One good read How crypto gains are spent (hat tip Tyler Cowen)....
June 28, 2023
UnhedgedRobert Armstrong
Why markets have ignored Russia Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Russia’s uprising: irrelevant, incomprehensible, or something else?...
June 27, 2023
News in-depthParis Saint-Germain Football Club
PSG seeks to build global brand after US investor Arctos takes stake
...games at Paris Saint-Germain’s home ground, the crowd of diehard ultras, well-heeled French elites and international celebrities are treated to a pyrotechnic show as a booming voice reminds them: “Ici, c’...
December 15, 2023
Unhedged
Bank capital is not a magic risk cure Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Bank capital On Monday, the Federal Reserve’s vice-chair for bank supervision, Michael Barr, gave an important speech....
July 12, 2023
Behind the Money podcast22 min listen
A different way to understand the US economy
...The FT’s US financial commentator Robert Armstrong explains why they’re wonky and how that’s led him to a different data source to help him understand the economy....
July 26, 2023
UnhedgedRobert Armstrong
Normalisation, not recession Premium content
...(Armstrong & Wu) One good read The FT’s excellent Silvio Berlusconi obituary....
June 13, 2023

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