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...We just pretended we’d gone off Jeremy Clarkson for a while....
...I’m glad Katie Martin isn’t here because I don’t think she’d be able. This is such a hurtful topic to her, the terrible performance of the UK market, that I don’t think she’d be able to be objective....
...Robert ArmstrongDC. No, DC is overrated. I’m saying Brooklyn. (Anna laughs) I’m gonna sell Washington’s cherry blossoms and buy Brooklyn’s cherry blossoms. Robert ArmstrongYes....
...Robert ArmstrongOK, I got a tricky one for you, Ethan. I’m gonna put this to you as a question....
...The problem with the P/E and other metrics is they don’t bring in growth and the rest of the components of value....
...Robert Armstrong And I’m sure that’s true. I’m sure it’s even more true probably in fashion than many industries. The point is, this is what the movie chose to emphasise....
...With no distractions, I’m hoping to get rid of some of the stress we’ve brought with us....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Robert Armstrong I’m gonna recommend two books. I would like, Katie, I’m gonna pick some narrative books that really changed my point of view....
...Robert ArmstrongImpossible. I’d say it’s impossible. Ethan WuYeah, it would need to create a new business line....
...Email us your chocolate alternatives: robert.armstrong@ft.com and ethan.wu@ft.com....
...I’m Ethan . . . Oh, sorry, I’m not Ethan Wu. I’m Rob Armstrong. Thanks for listening. [MUSIC PLAYING]...
...Which is why I’m sceptical much change happens....
...Bassman: And I’m getting paid for that. I’m getting 150bp over Treasuries with no credit risk. Yes, there’s no free lunch; I can’t guarantee you’re going to win....
...Robert ArmstrongOr used to be you’d think size will attract competition. But now size, like, destroys competition in many cases....
...Robert Shrimsley I completely agree, but I’m talking about internal party discipline....
...Robert ArmstrongYeah. Bad things happen. Katie MartinBut I tell you what I’m gonna be short here....
...Robert ArmstrongI’m long something. I am long Berkshire Hathaway....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
...You tell us: robert.armstrong@ft.com and ethan.wu@ft.com. No, higher rates are not (very) inflationary Here’s a theory that’s been making the rounds....
...And if I did, I’m happy to sort it out with the tax authorities. And I think if she’d done that, I don’t think this would be running....
...Email Robert at robert.shrimsley@ft.com Follow @FTMag to find out about our latest stories first and subscribe to our podcast Life and Art wherever you listen...
...Email Robert at robert.shrimsley@ft.com Follow @FTMag to find out about our latest stories first...
...I’m not sure....
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