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Transcript
Transcript: Three markets, three highs
...Katie Martin(Laughter) Yeah. I’m sure we can manage it. Now, Rob, we wanna hear from our listeners, don’t we? Robert ArmstrongYes....
February 27, 2024
Transcript
Transcript: Listener questions
...That would be markets columnist Katie Martin and US financial commentator Robert Armstrong. Robert ArmstrongGreetings....
March 19, 2024
FT Live
FTWeekend Festival: U.S. edition
Where the Financial Times weekend paper comes to life
Saturday, 4 MayThe REACH, at the Kennedy Center for the Performing Arts, F Street Northwest, Washington, DC, USA
Transcript
Transcript: Can the US stock market stand 3% US inflation?
...I’m Katie Martin. Thanks for listening. [MUSIC PLAYING]...
March 14, 2024
Transcript
Transcript: Listener mailbag with the Unhedged podcast
...Katie Martin I’m with Ethan on this . . . Robert Armstrong Agree. Katie Martin I think....
March 20, 2024
Unhedged
Are higher rates inflationary? Premium content
...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....
April 18, 2024
UnhedgedRobert Armstrong
Berkshire or the S&P? Premium content
...Citi expects Nvidia and Eli Lilly alone will make up a quarter of S&P 500 earnings growth in 2024. How’s everyone feeling about this rally? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
February 26, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
UnhedgedRobert Armstrong
Higher earnings, please Premium content
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
April 8, 2024
FT SeriesMilan design special 2024
How David Lynch will wow the Milan furniture fair
...In 1968’s The Alphabet, the letters of the alphabet song literally swarm the terrified girl singing them. It is there also in his more recent work off screen....
March 30, 2024
Transcript
Transcript: The year ahead, according to AI, and humans
...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....
January 1, 2024
UnhedgedRobert Armstrong
How dominant is fiscal dominance? Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
April 1, 2024
Transcript
Transcript: High interest rate anxiety
...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....
April 16, 2024
Transcript
Transcript: Markets gone wild
...Robert ArmstrongThe dots. Katie Martin . . . which includes the dots. Everybody loves the dots....
December 19, 2023
Unhedged
A better bull market? Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. 2024 vs 2021 There is not, so far as we know, an agreed-upon marker for the birth of a bull market....
March 7, 2024
Unhedged
Dealing with the dividends doubters Premium content
...S&P 500 dividend yields went as high as 9.2 per cent in the first quarter of 1938, according to S&P Dow Jones Indices. Even IPOs paid them, as I read to my surprise in Peris’s book....
February 21, 2024
Investments
Behold, the Basquiat bond
...ArtFi 2024-1’s prospectus has further detail on the collateral backing the deal, which it notes can include “fine art, collectibles, design furniture, coins, books, jewelry, watches, wine or other spirits...
April 12, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
FT MagazineRobert Shrimsley
Ask Shrimsley: are centrist dads making a comeback?
...Email Robert at magazineletters@ft.com Follow @FTMag to find out about our latest stories first and subscribe to our podcast Life and Art wherever you listen...
April 12, 2024
News updates from January 22: US and UK launch new strikes at Houthis, Arnault to tap sons to LVMH board
S4’s Martin Sorrell warns of tough 2024 as advertising clients stay cautious
...S4 Capital boss Martin Sorrell has warned that the global economy is unlikely to show improvement this year, with clients expected to remain cautious over spending on new advertising and marketing projects...
January 22, 2024
Markets InsightRobert Buckland
On markets and geopolitics, it is a mistake to forget about shale
...The S&P 500 index halved. Around the Gulf war of 1990, oil doubled while the S&P 500 fell almost 20 per cent. Over time, the price moves have become less severe....
April 15, 2024
FT Asset Management
Mifid 2 already
...Hello, it’s Katie Martin here again, stepping in for Harriet Agnew while she takes a spot of “me time”. Fear not, normal service will return next week....
April 15, 2024
The Long ViewKatie Martin
In defence of Europe’s tankmakers
...katie.martin@ft.com...
April 12, 2024
Unhedged
What’s wrong with Apple? Premium content
...For a stock that is expected to increase earnings below the S&P 500’s average pace this year and next, that’s still a lot....
April 2, 2024
Unhedged podcast20 min listen
Tech stock winners
...Also we go long the rest of the S&P 500 and short AI chatbots....
January 9, 2024
Transcript
Transcript: The Unhedged Awards
...Martin....
December 21, 2023
Transcript
Listener mailbag with Martin Wolf and more
...To answer this, the FT’s chief economics commentator, Martin Wolf, joined me from our London studio. So, Martin, Marie really has three questions here. So let’s begin with the first one....
January 3, 2024
Transcript
Transcript: Design Series — The fashion of ‘The Devil Wears Prada’
...Steve Martin is the Steve Martin-iest person that you can possibly imagine. Lilah Raptopoulos Oh, that’s beautiful. I love to hear that. OK, Jo, Rob, what a joy....
April 12, 2024

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