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...Ethan WuI’m sure those emails were from one Robert Armstrong. Katie Martin(Laughter) They weren’t. But I keep all of his in a special file. Ethan Wu(Laughter) Katie, why was I wrong? Riddle me that....
...Email me with that or, if you are anyone else, with your finest market musings: katie.martin@ft.com. Dealing with the dividends doubters So, I’m not saying Daniel Peris got lucky....
...I’d like to read, dear listeners, from Katie Martin’s recent column in the Financial Times....
...I’m reporter Ethan Wu here in the New York studio, joined from London by markets columnist Katie Martin, who loves complaining about passive investing. Isn’t that right?...
...I’m Katie Martin, I’m a markets columnist here at the FT in London, and I am joined down the line from New York by the one and only Rob Armstrong from the Unhedged newsletter, who has returned uninjured,...
...Martin WolfI think it is a skill and I didn’t want to acquire it particularly. I’d rather develop my skill as an analyst, as an economist, as a writer. But I don’t think I was bad at it....
...We were a huge leading indicator for chatter about the Mag Seven. So Google, Microsoft investors, you’re welcome. I’m long. Katie Martin Yes....
...Katie Martin Yeah, I’m with you on this. Options are a real thing....
...Katie Martin(Laughter) This is how I roll, Ethan. I’m a very cool person....
...big index like the S&P 500....
...katie.martin@ft.com...
...And I’ll give you a hint. They’re in the same industry. Ethan WuIs UBS one of them? Robert Armstrong(Makes buzzer sound) Katie, got a guess? S&P 500. UBS isn’t even in the S&P 500....
...Making a comeback? We never went away. We just pretended we’d gone off Jeremy Clarkson for a while....
...“Whenever I’m talking with the highest level of politicians, I can be sure to get a question asking ‘well, you as a behavioural economist, how would you think about such-and-such?’...
...Who’d like to start? Robert ArmstrongI’ve got the obvious one, the S&P 7 versus the S&P 493. That is the Magnificent Seven versus the rest of the field....
...I’m Katie Martin. Thanks for listening. [MUSIC PLAYING]...
...A 30-day free trial is available to everyone else. Just go to ft.com/unhedgedoffer. I’m Katie Martin. Thanks for listening. [MUSIC PLAYING]...
...Those indices from Zillow and Apartment List, the private market rents have been falling for, I’d say, I think almost a year now, if I’m not mistaken, for quite a while....
...Like, if I’d been like less of a scaredy cat and less cautious, and if I’d got out of cash, then there could have been like much more, much bigger returns for me there....
...A little bit sick, a little bit of a cold. Joined from London by Katie Martin, who also is a little bit sick and has a little bit of a cold, don’t you, Katie? Katie MartinYeah....
...I bring it up because one of the many reasons I’m not very good at it is that I am a scaredy cat....
...And you’d have been worrying about inflation a year and a half before Jay Powell said it was “probably a good time to retire” the “transitory” label: Monetarism, the idea that changes in the quantity of...
...Today, about 70 per cent of companies in the S&P 500 stocks index pay a dividend, but generally a slender one....
...I’m reporter Ethan Wu here in New York, joined from London by markets columnist Katie Martin. Katie MartinHey, man, how are you going? Ethan WuNot bad at all....
...I’m very sorry, Marc. Marc FilippinoDamn shame, Katie. Oh well, anyway, Katie Martin is the FT’s markets editor. Thanks so much, Katie. Katie MartinPleasure....
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