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...But, Rob, I actually brought you a gift. Robert ArmstrongAwww. Ethan WuFrom the TSMC Museum of Innovation, your very own Taiwan Semiconductor Manufacturing Company hat. Robert ArmstrongYes!...
...I’m Rob Armstrong. Thanks for listening. [MUSIC PLAYING]...
...So we are going to ask, Rob and I, exactly how worried should we be about this little pick-up in US inflation? Rob, give us the numbers. Like what’s going on here? Robert ArmstrongOK....
...I don’t get it, Rob. Make it stop. Robert ArmstrongI’m long something. I am long Berkshire Hathaway....
...Ethan WuWell, so, Rob, money where your mouth is: long Utz or short Utz? Robert ArmstrongJeez....
...But Rob, I think this is probably the hardest one to say for sure. Robert Armstrong Yeah, it is....
...So Rob, explain those ideas....
...Rob, what do you feel like we learned? Robert ArmstrongFirst of all, no regrets. (Ethan laughs) It’s a stockpicking contest....
...Rob, I am short polyamory....
...Robert ArmstrongYeah, I would have taken it if you hadn’t taken it. Elaine MooreAnd I know why that is, Rob....
...Rob, you wrote a piece about this today in the Unhedged newsletter. What’s going on with NYCB? Robert ArmstrongEthan, with troubled banks, as with cockroaches, there is never just one....
...Now, Rob, I’m told that you know how we always ask in these situations, hey, Rob, what can go wrong?...
...Lucy Fisher Yeah, but Rob, I think you make an interesting point that it’s quite limited in what it does....
...Robert ArmstrongAlmost the entire time in all three steps, but that’s irrelevant. It was a good kind of nausea. Ethan WuSpeaking of things that are plunging and/or puking, stocks, Rob . . ....
...Rob I am long “Low-fee Larry”. Robert ArmstrongWow! Low-fee Larry. Is that, are you talking about Larry Bird? Ethan WuLarry Fink, CEO of BlackRock. Robert ArmstrongLarry Fink....
...Robert ArmstrongYeah. So things eventually happen sometimes. Katie MartinWhat amazing insight. Robert ArmstrongDeep thoughts with Rob Armstrong....
...Welcome, Rob. (Robert and Jonathan laugh) Robert ArmstrongWhat’s going on? Ethan WuWell, Jonathan, we loved your — what do we call it? — graduatory piece. Robert ArmstrongValedictory....
...Rob, you long or short something? Robert ArmstrongI am long the late, great Charlie Munger — number two at Berkshire Hathaway, who died at the regal and stately age of 99 this week. He was the man....
...Rob, how does it feel to have 1.8 percentage points higher IQ than Elaine? Robert ArmstrongMan, it feels good. (Ethan laughs) Elaine MooreWe’re midway through, Rob. I wouldn’t crow....
...Rob, are you long or short something? Robert ArmstrongI’m long Walmart. The stock is down 7 per cent today. And maybe the stock has done so well in recent months that maybe it got a bit over its skis....
...Rob, why did you give it to the Turkish central banker? Come on. Come on. Robert ArmstrongNext award. Next award. Ethan WuWe’re taking a break and coming back. Robert ArmstrongOK, cool....
...The host of Unhedged, Ethan Wu, plus the FT’s US financial commentator Rob Armstrong and markets editor Katie Martin join Michela to traverse topics ranging from the longevity of the Magnificent Seven stocks...
...The CCC is the successor to the Movement for Democratic Change, whose late leader Morgan Tsvangirai once led the challenge to dictator Robert Mugabe, who died in 2019....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Today on the show, FT reporters Ethan Wu and Rob Armstrong ask if investors are overlooking a bargain. Also we go long cocoa and long the Taiwan Semiconductor Manufacturing Company....
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