Hints and tips:
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...Email Robert at robert.shrimsley@ft.com Follow @FTMag to find out about our latest stories first and subscribe to our podcast Life and Art wherever you listen...
...Tim HarfordI’m great, Robert. Pleasure to finally get on Unhedged....
...There’s something like a 40-50 per cent discount on p/e basis. Robert ArmstrongIt’s amazing....
...Robert ArmstrongDC. No, DC is overrated. I’m saying Brooklyn. (Anna laughs) I’m gonna sell Washington’s cherry blossoms and buy Brooklyn’s cherry blossoms. Robert ArmstrongYes....
...Email Robert at magazineletters@ft.com Follow @FTMag to find out about our latest stories first and subscribe to our podcast Life and Art wherever you listen...
...The problem with the P/E and other metrics is they don’t bring in growth and the rest of the components of value....
...Robert ArmstrongOK, I got a tricky one for you, Ethan. I’m gonna put this to you as a question....
...Which is why I’m sceptical much change happens....
...I’m sure they enjoy a buff body, but the full Kintyre peninsula?...
...I’m sorry, I know this wasn’t the answer you were looking for....
...Robert ArmstrongI’m long something. I am long Berkshire Hathaway....
...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....
...Robert ArmstrongI’m gonna follow my controversial long cocoa position. Ethan WuBig Mo. Robert ArmstrongBig Mo. I said don’t mess with momentum....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...With no distractions, I’m hoping to get rid of some of the stress we’ve brought with us....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...I’m Ethan . . . Oh, sorry, I’m not Ethan Wu. I’m Rob Armstrong. Thanks for listening. [MUSIC PLAYING]...
...Email Robert at robert.shrimsley@ft.com Follow @FTMag to find out about our latest stories first...
...Robert ArmstrongYeah, that’s what I’m worried about....
...I’m Ethan Wu. Thanks for listening. [MUSIC PLAYING]...
...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....
...Robert ArmstrongYeah. Bad things happen. Katie MartinBut I tell you what I’m gonna be short here....
...Robert ShrimsleySo I think I’m gonna go for Wes Streeting, Labour’s shadow health secretary, who I’m going to buy....
...they don’t understand how consumers shop today and they don’t understand the dynamics of a marketplace with no barriers to entry, constant influx of new competitors,” Joanne Crevoiserat, the company’s C.E.O...
...Robert Shrimsley I completely agree, but I’m talking about internal party discipline....
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