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Banks
Transcript: Will commercial real estate hurt regional banks?
...That will hopefully result in not having the kind of cataclysmic, the one big cataclysmic event. Robert ArmstrongThat’s your takeaway, folks. Commercial real estate is Donkey Kong....
February 1, 2024
Transcript
Transcript: Design Series — The fashion of ‘The Devil Wears Prada’
...Robert Armstrong The fashion equivalent of the cosmopolitan, the drink they all drink in Sex and the City . . . Jo Ellison Yeah, exactly....
April 12, 2024
FT Live
Bank of the Year Awards 2024
Recognising the best in banking globally
Wednesday, 4 DecemberLondon, UK
Life and Art from FT Weekend podcast25 min listen
Design Series: The fashion of ‘The Devil Wears Prada’
...For the third episode in our design series, we’re talking fashion design through the lens of the 2006 classic The Devil Wears Prada. The film is having a moment on the internet....
April 12, 2024
Transcript
Transcript: The dilemma of the supercompany
...This is an audio transcript of the Unhedged podcast episode: ‘The dilemma of the supercompany’ Ethan WuRob, how do you feel about Meta? Robert ArmstrongWell, I’m not on Facebook. I am on Instagram....
February 15, 2024
Unhedged
Inflation narrative whiplash Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
April 17, 2024
Transcript
Transcript: The great stink of England’s sewage crisis
...So I think there is a bit of an element of angst about that on the Labour side. But I think Robert’s point is absolutely valid....
April 12, 2024
FT Live
Future of the Car
The technology and new business models shaping the next decade in automotive
Tuesday, 7 MaySancroft, Paternoster Square, London EC4M 7DQ, UK
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
UnhedgedRobert Armstrong
Art as investment and investment as art Premium content
...As we argued back in October, markets don’t understand war any better than the rest of us. Is this time different? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
April 15, 2024
Six theatre shows to see in London
Ian McKellen is an unforgettable Falstaff in Player Kings
...There are several player kings in Robert Icke’s fresh, fleet, state-of-the-nation staging of Shakespeare’s Henry IV plays — all of them between a rock and a hard place....
April 12, 2024
Edward Luce
Robert Kennedy Jr’s perilous voyage of discovery
...Most Americans have not heard of the ex-wife of Google’s co-founder, Sergey Brin. Having been introduced on Tuesday as Robert Kennedy Jr’s running mate, Shanahan’s life will now be turned inside out....
March 27, 2024
InterviewTelevision
The Jinx Part Two director Andrew Jarecki: ‘How do you kill three people and get away with it?’
...Starring Ryan Gosling, it was loosely based on the real-life story of Robert Durst, an enigmatic New York real estate heir accused of three murders, including that of his Texas neighbour Morris Black....
April 15, 2024
Investments
Behold, the Basquiat bond
...The move to raise $500m in art-backed securities comes at a moment of deep distrust of Drahi in the bond market, however....
April 12, 2024
Transcript
Transcript: Shopify vs Amazon
...Robert ArmstrongThis was for toys was the attitude of the rest of the industry. Ethan WuYeah. Nvidia is making chips for gamers. Who gives a crap, right? Tesla....
April 11, 2024
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
LexProperty sector
US broker shake-up leaves real estate stocks in the cold Premium content
...The changes could cut the $100bn Americans pay annually in real estate fees by as much as 30 per cent, according to a study by the Consumer Federation of America, a watchdog....
April 1, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
LexKering SA
Kering’s €1.3bn real estate bet is a pricey distraction Premium content
...Yet buying real estate is not the smartest use of luxury cash flows. On the face of it, Kering’s deal does not look too bad....
April 4, 2024
Unhedged
The US economy is normal again Premium content
...Looking at the first chart, you will notice that of the four worst-performing sectors, two are rate-sensitive (utilities and real estate)....
April 4, 2024
The FT ViewThe editorial board
The painful reset in commercial real estate
...Signs of stress in the commercial real estate sector are now coming thick and fast....
February 15, 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
Unhedged
The CRE blues go global Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
February 8, 2024
FT SeriesHouse & Home Countryside Living Special
Call of the countryside: the pleasures (and pressures) of a return to the family home
...She moved in as a six-year-old after her grandfather died and her father took over the running of the estate....
April 5, 2024
Unhedged
The equity rally is on pause Premium content
...But Robert Ryan, BCA Research’s veteran energy strategist, takes the other side: “History says it’s been a bad bet to go against Saudi....
April 16, 2024
Unhedged
Five ways US growth accelerates
...Email us your view: robert.armstrong@ft.com and ethan.wu@ft.com....
March 26, 2024
FT Magazine
Edward Enninful on Robert Mapplethorpe
...I was first introduced to Robert Mapplethorpe’s work by the stylist Simon Fox, who spotted me on the train, and I went on to model for him....
February 17, 2024
FT MagazineRobert Shrimsley
Ask Shrimsley: are centrist dads making a comeback?
...After all, it is well known that, according to the tenets of Buddhism, centrist dad is in fact one of the very highest levels of consciousness, second only to Instagram influencer....
April 12, 2024

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