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Transcript
Transcript: What’s next for Warren Buffett
...But the thing is, what does he then mean about being less risky than the S&P 500? Of course, Berkshire might be the least risky company in the S&P 500, right, because it is well diversified....
May 7, 2024
Unhedged
Warren Buffett: The world’s richest index-hugger Premium content
...If any non-journalists have thoughts, please send them along: robert.armstrong@ft.com. Does Buffett matter?...
May 7, 2024
FT Live
Decarbonising India's Industries
Unlocking the technologies and capital required to accelerate progress
Tuesday, 11 JuneDigital Conference
Unhedged
Berkshire’s next move Premium content
...Send your thoughts: robert.armstrong@ft.com. After Buffett Does Berkshire Hathaway need to change, and if so, how?...
May 8, 2024
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
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
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
FT Live
FTWeekend Festival: U.S. edition
The Saturday where the Financial Times Weekend paper comes to life
Saturday, 10 May 2025The REACH, at the Kennedy Center for the Performing Arts, F Street Northwest, Washington, DC, USA
Unhedged
A better bull market? Premium content
...But in the past four months, the rise in the S&P (dark blue line) has been well in excess of the increase in liquidity, which has tailed off lately (pink): Earnings expectations: Perhaps the biggest difference...
March 7, 2024
Transcript
Transcript: The fight for Paramount
...Robert ArmstrongWe can assume they’re fairly well-funded. James Fontanella-KhanYeah, he’s doing OK, I mean....
May 9, 2024
Unhedged
What’s wrong with Apple? Premium content
...The Citi US Economic Surprise index, which measures how much data beats analyst expectations, has been well into positive territory all year....
April 2, 2024
UnhedgedRobert Armstrong
Is Upstart really an AI play? Premium content
...Email me: robert.armstrong@ft.com. Upstart versus Lending Club: an anomaly Upstart and Lending Club do more or less the same thing....
May 13, 2024
FT MagazineRobert Shrimsley
Ask Shrimsley: is it time to try glamping?
...If you are coming from a hotel or a five-room Airbnb, well, perhaps not....
May 10, 2024
Unhedged
It’s much more than just a tech rally Premium content
...Small caps and value stocks have not done as well as big caps and growth, but they have done darn well: More than 1,300 of the S&P 1,500 stocks have positive returns over the period....
February 27, 2024
UnhedgedRobert Armstrong
The frozen Fed Premium content
...Meanwhile, email me your thoughts: robert.armstrong@ft.com....
May 2, 2024
UnhedgedRobert Armstrong
The valuation of the Mag 7, revisited Premium content
...This is the point of Robert Shiller’s “excess Cape yield” which is the cyclically adjusted S&P earnings yield less the 10-year real treasury yield....
February 12, 2024
UnhedgedRobert Armstrong
A cooler jobs market may not be enough Premium content
...Let me know your thoughts: robert.armstrong@ft.com. How good was that jobs report?...
May 6, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
UnhedgedRobert Armstrong
Is the rally over? Premium content
...If you have strong opinions about anything else, send them along: robert.armstrong@ft.com and ethan.wu@ft.com. Is the rally over?...
January 22, 2024
Transcript
Transcript: Three markets, three highs
...So I think I’m a great S&P 500 tracker fund guy....
February 27, 2024
UnhedgedRobert Armstrong
UK stocks are not all that cheap Premium content
...He’s how some basic numbers line up with Chevron (numbers from S&P CapitalIQ): Shell has been getting smaller, Chevron larger....
March 25, 2024
ReviewBooks
Family Politics by John O’Farrell — the pains of Labour
...Farrell, perhaps best known for his cathartic, hilarious memoir of a Labour activist, 1998’s Things Can Only Get Better, is at his best mocking the absurdities of his own political tribe....
March 27, 2024
Transcript
Transcript: Is Fed policy working?
...It has led to S&P, Moody’s, all these guys are sort of freaking out about this....
May 2, 2024
Edward Luce
Robert Kennedy Jr’s perilous voyage of discovery
...That makes him 2024’s potential Ralph Nader, the Green party candidate who in 2000 siphoned support from Al Gore. The winner was George W Bush. This time it would be Donald Trump....
March 27, 2024
Unhedged
Shopping for commercial real estate Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Where to find deals in US CRE As the great commercial real estate valuation reset rolls on, the ominous headlines keep coming....
January 18, 2024
Transcript
Transcript: Rethinking Tesla and Apple
...(Robert laughs) So the S&P is up about 10 per cent this year. Some of the Mag Seven are up even more. Nvidia up almost 100 per cent, Microsoft chugging along, Alphabet....
April 4, 2024
UnhedgedRobert Armstrong
How dominant is fiscal dominance? Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
April 1, 2024
Unhedged
If the Magnificent 7 are expensive, so is the market Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
February 7, 2024

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