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Transcript
Transcript: The dilemma of the supercompany
...So, W Brian Arthur, in his famous paper on this topic, talks about the “halls of production”, which is like the stable world of production businesses, and the “casino of technology” where you just don’t...
February 15, 2024
UnhedgedRobert Armstrong
Where increasing returns come from Premium content
...Then I read W. Brian Arthur’s paper “Increasing Returns and the New World of Business”....
February 5, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
UnhedgedEthan Wu
Why the term premium is rising Premium content
...Let us know your thoughts: robert.armstrong@ft.com and ethan.wu@ft.com....
October 9, 2023
Transcript
The Biden scorecard
...Ethan WuNobody does the equivalent for their W-2. Robert ArmstrongNo, indeed. Ethan WuWhere it’s Joe Biden saying, I did this. No, it’s the worker that did that. Robert ArmstrongYeah....
October 5, 2023
Transcript
Why the bond market matters now
...Ethan.Wu W-U @FT.com. Unhedged is produced by Jake Harper and edited by Bryant Urstadt. Our executive producer is Jacob Goldstein. We had additional help from Topher Forhecz....
July 11, 2023
Supreme Court US
The Supreme Court’s business agenda: 7 cases that companies are watching
...Gregory Garre, a former solicitor-general in the administration of George W Bush, said it was “wrong to characterise this as a reflexively pro-business court”....
October 27, 2022
FT Live
Energy Transition Summit
Delivering a stable and efficient clean energy system
Tuesday, 22 OctoberLondon, UK & Online
UnhedgedRobert Armstrong
Why take risk in fixed income? Premium content
...Unhedged has had Capm drilled into our heads (Rob during his CFA prep; Ethan in Gregory Besharov’s finance course) and we assume many readers have too....
February 17, 2023
The Art Market
Collectors adopt a more cautious approach
...Top-billing is John Singer Sargent’s 1891 “Egyptian Woman (Coin Necklace)”, $1.2mn-$1.8mn, while the collection also includes Frank W Benson’s glamorous portrait of one of his sisters, “Firelight” (1893)...
November 2, 2023
Transcript
A crypto vibe shift?
...Thanks to Gregory Meyer. Cheryl Brumley is the global head of audio. Thanks for listening. See you next week. This transcript has been automatically generated....
May 25, 2022
UnhedgedEthan Wu
Ukraine is not yet a markets crisis Premium content
...But lost in the recent headlines, US initial jobless claims declined w/w to 232,000, indicating a tight US labour market. So, there’s not enough global weakness, yet, to stop a hawkish Fed....
February 25, 2022
UnhedgedRobert Armstrong
No, you did not see the Netflix mess coming
...Now I have internalised a lot more stuff about zero marginal costs, first- mover advantages, natural monopolies, W. Brian Arthur, limp antitrust enforcement, cost of capital differentials, and so on....
April 21, 2022
ReviewVisual Arts
David Hockney’s genius is distilled in the mesmerising ‘Love Life: 1963-77’
...Jowly ageing poets — W H Auden, Stephen Spender — resemble weathered cliff faces....
June 17, 2022
Edward Luce
Biden’s America is confused — and so is the world
...In 2003, George W Bush brushed aside France and Germany’s objections to his Iraq invasion plans....
August 24, 2021
Transcript
Brazil’s bullish finance minister
...Where there’s a lot of disagreement is about what happens next year, so most economists see Brazil’s V turning into a W next year with a fresh recession coming up....
December 3, 2021
Energy Source
US election: Biden would take on climate with bound hands Premium content
...(Gregory Meyer) Data Drill US oil and gas stocks rose yesterday, while their clean energy counterparts fell, as traders bet that Mr Biden’s plans for a clean energy revolution would not materialise....
November 5, 2020
FT Live
US Decarbonization and Industrial Transition Summit
Securing the resources to build and finance America's clean energy future
Wednesday, 29 MayWashington, D.C., USA
Energy Source
Big Oil vs Big Lizard: the fight a Biden presidency could ignite Premium content
...(Gregory Meyer) Data Drill These were supposed to be years of revival for the US coal industry....
October 6, 2020
Trump vs Biden: essential reading 17 min
US 2020 election: coronavirus and the battleground states
...Again, as you said, I mean, Karl Rove I remember back during George W....
September 28, 2020
Equities
Global stocks extend losses on Covid-19 surge
...The economic recovery from the pandemic is “teetering on the edges of [being] a W-shaped reality”, he added....
October 27, 2020
ExplainerMarket Questions
Market questions: economic fallout, China’s recovery, BoE rates
...According to Ethan Harris, head of global economics research at Bank of America, global growth in gross domestic product is set to drop to zero this year, with the US and Europe sinking into a recession...
March 22, 2020
News in-depthThe Big Read
Texas: how the home of US oil and gas fell in love with solar power
...The cost of solar has plummeted, with the average industrial-scale PV project just $0.80 per installed watt last year compared to $3.53/W in 2010, according to a BloombergNEF and Business Council for Sustainable...
April 7, 2020
George Floyd protests
Republicans join in backlash over Trump tactics
...Archbishop Wilton Gregory said it was “reprehensible that any Catholic facility would allow itself to be so egregiously misused and manipulated”....
June 3, 2020
Energy Source
A split on how to measure carbon emissions Premium content
...“[W]e are optimistic that solar, wind, hydropower and energy storage will grow to account for 35 per cent of annually installed capacity by 2025,” said Isaac Maze-Rothstein, a Wood Mac analyst....
July 23, 2020
Energy Source
Donald Trump goes to Texas Premium content
...(Read Gregory Meyer’s piece for the back-story.)...
July 30, 2020
Energy Source
Decoding the Dakota Access Pipeline ruling Premium content
...Whichever shape the recovery takes — V, W or L — any emissions decline flattens out by the middle of the decade....
July 9, 2020
HTSI
The 21 best menswear stores in the world
...SC 51 W Jackson Boulevard, IL 60604; optimo.com...
September 16, 2020

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