Hints and tips:
...Also, we short Starbucks and dissect Ray Dalio's bet on civil war....
...I’m Rob Armstrong. Thanks for listening. [MUSIC PLAYING]...
...Anyway, I was speaking to Ray Dalio a couple weeks ago who said that he figures there’s about a 35-40 per cent chance that the US enters a civil war in the next five years. OK? Robert Armstrong Whoa....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Everyone knows that Ray Dalio’s Bridgewater has a very kind of specific corporate culture, that it has his rules and principles that are kind of run through everything that it does....
...Today he joins us to talk about SBF’s sentencing next week, FTX caretaker boss John Ray's new letter slamming SBF, and the many ways to fleece retail investors....
...Email us: robert.Armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The good inflation news No one rings a bell when the rates cycle peaks....
...“The environment right now is very positive for the oil and gas industry,” Alan Armstrong, chief executive of Williams, the biggest US gas pipeline company, told the Financial Times....
...It is tempting, for example, to take George Soros’ theory of reflexivity or Ray Dalio’s talk about five big forces of history seriously as predictive frameworks....
...JPMorgan CEO Jamie Dimon set the tone, talking about consumer loans, and pointing out a credit-card charge-off rate of just 2.4 per cent....
...The book offers a scathing investigation of the “radical transparency” espoused by Bridgewater’s billionaire founder Ray Dalio....
...“Permitting has become highly weaponised in Democratic states, and so it’s being used completely inappropriately,” said Alan Armstrong, Williams chief executive....
...Robert Armstrong Right? Ethan Wu Yeah. Robert Armstrong And in this business, that’s enough to make your profit margin disappear even if it wasn’t for the threat to rents and occupancy....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Nvidia 2023 = Cisco 2000?...
...Here is JPMorgan’s Jamie Dimon: The consumer has money. They pay down credit card debt....
...(Armstrong & Wu) One good read John Plender on the failure of executive pay schemes....
...A more radical shaking-up of expectations occurs in the new novel by Ray Celestin....
...Chase UK’s outright crypto outlawing drew the ire of none other than Brian Armstrong who called it “totally inappropriate behaviour”....
...Jamie Dimon warned “uncertainty” caused by Beijing could hit investor confidence....
...The FT’s Robert Armstrong writes about his admiration for some of Kelce’s unconventional fashion choices....
...He will be succeeded by Ray Long, who joins from Clearway Energy Group....
...Dimon returns to China Jamie Dimon is having a busy few days....
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