Hints and tips:
...Robert Armstrong(Laughter) Yeah. China. No no, no. And I think all of this kind of jibber-jabber is off base....
...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]...
...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....
...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?...
...Katie MartinGet out of here, Rob Armstrong. Robert Armstrong(Inaudible) rates. I mean, I’m not . . ....
...Email us your view: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How much inflation is priced in?...
...An increase in liquidity tends to push the marginal investor further out on the risk spectrum, since investors as a whole don’t have an infinite appetite for holding cash....
...Perhaps a reader can explain how things have changed: robert.armstrong@ft.com....
...It’s really only the last point that gives us serious pause, but we are keen to hear what readers think: robert.armstrong@ft.com and ethan.wu@ft.com....
...Send me your sob stories: robert.armstrong@ft.com....
...Email us: robert.Armstrong@ft.com and ethan.wu@ft.com....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Robert Armstrong(Makes buzzer sound) Katie, got a guess? S&P 500. UBS isn’t even in the S&P 500. That was as wrong an answer as it is possible for a person . . ....
...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....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The Lex column has a new editor, Unhedged’s pal Helen Thomas. This is big news; the job is only given to transcendent geniuses....
...If you’ve got a candidate, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Send us your thoughts: robert.armstrong@ft.com and ethan.wu@ft.com....
...“The Fed can’t say it, but this is what they want to see,” he says....
...We don’t have any real idea how this experiment is going to turn out. I don’t mean this in a Nancy Reagany way. I approve of almost any effort, however idiotic, aimed at having a good time....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Thursday interview: Manny Roman Manny Roman has been chief executive of Pimco, the California-based asset manager, since 2016....
...All thoughts welcome: robert.armstrong@ft.com and ethan.wu@ft.com. Why gold is at a record high Gold prices closed at all-time highs on Friday, which seems a bit weird....
...A blowout jobs day wouldn’t be entirely shocking. Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
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