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...I’m reporter Ethan Wu here in the New York studio, joined by the man who is definitely not gonna blow up the US economy: Robert Armstrong. Robert ArmstrongYou sell me short, Ethan....
...Robert ArmstrongYes. Well, part of the problem here is the simplest reason of all: Tesla is making less cars and thus, fewer money. Ethan WuWe just got these first-quarter delivery numbers, right?...
...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....
...Robert ArmstrongAnd it’s a plausible story. Ethan WuSure, it is. It’s just, how do you estimate the magnitude of that business, right? Robert ArmstrongYes....
...Robert ArmstrongThis was a tough call for me, Ethan, but I’m going long the price of cocoa. Ethan WuOh, that’s a good one....
...Robert ArmstrongAnd the idea is that this stock has been going up lately. Is that right? Ethan Wu Yeah. This Utz stock since October of 2023, it’s up about 56 per cent. So Joe’s absolutely right....
...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....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
...The first part of the question is: what do the names Chris Adams, Vin Tanner and Chico mean to you? Robert Armstrong Ethan? Ethan Wu Not much. Michela Tindera Oh. Robert Armstrong Nothing....
...The big banks start reporting on Friday. The news will be good. But perhaps not as good as it should be (see below). Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...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....
...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....
...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....
...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....
...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....
...If your child has a Frozen II Nerf gun they used once and never again, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Robert ArmstrongI had the most New York possible New Year’s Day. Ethan WuIs that right? Robert ArmstrongYeah. I went to Coney Island....
...Robert ArmstrongOK, Ethan, I am short the final stage of “enshittification”. And I use that word because it was in the FT today....
...If other CEOs out there (other than John Ridding) have complaints, send them to: robert.armstrong@ft.com and ethan.wu@ft.com....
...Robert ArmstrongKilling the rest of the world. Ethan WuYeah. And that . . . Robert ArmstrongEven on that basis....
...Wait for the cover of Barron’s tomorrow? If you have a better plan, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Ethan here, with some professional news. After two-and-a-half years, this is my last edition of Unhedged....
...Draggers replied that the crowds of office workers ambling outside in the eerie half-light would hurt productivity. What say you? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...But you can still email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us your view: robert.armstrong@ft.com and ethan.wu@ft.com....
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