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...And live from the carpet, it’s Robert Armstrong. Robert ArmstrongIt’s true....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...But you do not get like, gentlemanly chaps wondering, well, I don’t think . . . Robert Armstrong Yeah, I don’t know, not even. But you don’t . . . Jo Ellison I mean, look at HTSI....
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...Robert Armstrong(Laughter) Yeah. China. No no, no. And I think all of this kind of jibber-jabber is off base....
...I don’t want to suggest that Powell managed to jinx the market. Rather, his comments may have represented peak optimism....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Friday interview: Harley Bassman Almost all of what fixed-income options traders do on Wall Street today, Harley Bassman did first....
...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...We don’t need to go crazy with it, guys. Come on....
...I’m Rob Armstrong. Thanks for listening. [MUSIC PLAYING]...
...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....
...Ethan WuI sense an Armstrong American exceptionalism rant coming. Robert ArmstrongNo, I want to hear . . . Now, don’t push this under me, Ethan....
...Steady our nerves: robert.armstrong@ft.com and ethan.wu@ft.com. Friday Interview: Philip Tetlock Philip Tetlock is one of the most influential social scientists in the world....
...(Ethan Wu) One good read The post-Dalio Bridgewater turnaround isn’t going great....
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Robert Armstrong is the FT’s US financial commentator and writes the Unhedged newsletter Find out about our latest stories first — follow @financialtimesfashion on Instagram — and subscribe to our podcast...
...Katie MartinGet out of here, Rob Armstrong. Robert Armstrong(Inaudible) rates. I mean, I’m not . . ....
...And today you don’t even have to take duration risk to earn income, if you don’t want to. You can get the same yield on the two-year. Why on earth would you own utilities?...
...(Laughter) Robert Armstrong(Laughter) It’s the UK, Katie. It’s amazing. Like, you know, a year ago, everybody was like, in relative terms, UK stocks are unbelievably cheap. This can’t go on forever....
...Email us your view: robert.armstrong@ft.com and ethan.wu@ft.com....
...Any thoughts welcome: robert.armstrong@ft.com and ethan.wu@ft.com. Tesla and the unsettled EV market Yesterday we wrote about one of two faltering Magnificent 7 stocks, Apple....
...Either way, the FT reports that Shari Redstone, who controls the studio, doesn’t like the Apollo bid. Tough break for the rich guys in suits. Email me: robert.armstrong@ft.com....
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