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...I’m Katie Martin, a markets columnist here in London, and I’m joined by Warren watcher and closet Berkshire fanboy Rob Armstrong. Rob, how are you going? Robert ArmstrongI’m doing well....
...I’m a bit sceptical, as I noted in yesterday’s letter, but then I’m a journalist. If any non-journalists have thoughts, please send them along: robert.armstrong@ft.com. Does Buffett matter?...
...“I’m not ready to say that, but I question his record.”...
...Dealing with the dividends doubters So, I’m not saying Daniel Peris got lucky....
...I’m selling the US and buying Asia.” Having explained my rationale, many readers thought me mad. Me too. When everyone was bearish on America at the beginning of 2023, I was its biggest fan....
...I view my own stocks and shares Isa as a flexible retirement fund which I’m hoping to leave invested for decades to come....
...I mean, I like Ally Financial too, but $1bn of its shares is 1/1000th of Berkshire’s assets; I’m not sure why they bother. Admittedly the field of choice is small on the stocks side....
...First up, bond prospectuses are all different, and they are no fun to read (I refuse to believe you took no enjoyment at all from reading them — Ed)....
...I’m Katie Martin. Thanks for listening. [MUSIC PLAYING]...
...“I would say that the vast majority of investors, my clients around the globe, when I asked about the US, they would say ‘I’m over-allocated to the US, but I’m going to allocate more capital to the US’,”...
...The most common question I’m asked is: “In your photo, why is your head upside down?”...
...This made me feel very glad I’m not a chief executive. All of us are vulnerable to employer whims....
...And here’s what else I’m keeping tabs on today: Sam Bankman-Fried: Prosecutors are seeking up to 50 years of prison time for the FTX founder at his sentencing today, after he was convicted on multiple counts...
...There is a technology known as a separately managed account where instead of, like, buying an S&P 500 fund, you buy your own version of it and in fact say, actually, I’m gonna have the S&P 500 fund minus...
...My UK online broker offers me a couple of S&P 500 funds and a FTSE 100 one. I think I’ll pass, however — and here is my logic....
...And here’s what else I’m keeping tabs on today: Economic data: The UK and US publish revised fourth-quarter gross domestic product figures, while Germany has February labour market data....
...I’m not sure what to think about this....
...I’m Claer Barrett, the FT’s consumer editor, and I’ll be teaching you what you need to know about key investment terms in the time it takes to make a cup of coffee....
...“I’m not sure a strong currency is going to prevent someone from buying an Nvidia chip or using Amazon [but] we would probably see an impact in the midsection of the S&P 500.”...
...(I should note that Asness does not believe in a size factor per se....
...I’m charmed by this idea, but fundamentals matter....
...I still define myself as P&G, to be honest, and I’m still using most of my learning, most of the skills I picked up there in the business today.”...
...I’m panicked, Katie. I’m having a panic attack. Katie MartinAre you gonna dress as the S&P 500 when you go trick or treating this evening?...
...I’m hoping you’re ahead of me here....
...And I’m gonna make a few bucks and then I’m gonna get out before it comes crashing down, Ethan, because I’m cleverer than all the other cocoa traders....
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