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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
Unhedged
Gilles Dellaert: ‘We’re seeing a structural shift’ Premium content
...Email me while the good times last: robert.armstrong@ft.com....
May 10, 2024
FT Live
Bank of the Year Awards 2024
Recognising the best in banking globally
Wednesday, 4 DecemberLondon, UK
Letter
Letter: The reason Keynes argued for an active fiscal policy
...Robert Skidelsky House of Lords, London SW1, UK...
April 30, 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
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
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
FT Live
The Impact Of Gen AI On The Legal Sector
How are law firms leveraging technology to transform services and operations?
Tuesday, 11 JuneDigital Conference
Transcript
Transcript: What’s next for Warren Buffett
...Robert ArmstrongOne of the things I like most about Warren is that when he’s asked about the biggest influences on his career, one of the people he mentions most regularly and in the warmest terms is Dale...
May 7, 2024
Transcript
Transcript: The fight for Paramount
...This is an audio transcript of the Unhedged podcast episode: ‘The fight for Paramount’ [MUSIC PLAYING] Robert ArmstrongIt’s high noon in Hollywood....
May 9, 2024
Unhedged
How to worry about markets Premium content
...Email with better news: robert.armstrong@ft.com....
May 9, 2024
ReviewFilm
In the Land of Saints and Sinners film review — Liam Neeson stars as a hitman seeking to escape violence
...Still, the movie itself is a decent enough neo-Western, staged against a churning Atlantic. Director Robert Lorenz briefly sets Finbar to horticulture....
April 25, 2024
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
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
Transcript
Transcript: Bonus — The fraudster’s guide to magic money with Tim Harford
...Robert ArmstrongI was fascinated to listen to the most recent episode of Cautionary Tales. It gave a lot of terrific examples, starting with the immortal Sarah Howe of Ponzi schemers....
April 26, 2024
The best of TV and streaming this week
A Man in Full, Netflix review — portrait of a financially and morally bankrupt mogul
...In Big Little Lies, writer-cum-showrunner David E Kelley presented a stirring portrait of female solidarity in the face of trauma....
May 2, 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
Future of the Car 2025
The leading gathering for the automotive industry
Tuesday, 13 May 2025Sancroft, Paternoster Square, London EC4M 7DQ, UK
UnhedgedRobert Armstrong
The Fed is stuck, and so are stocks Premium content
...On Friday, I’ll publish an interview with Agustín Carstens, head of the BIS and the central bankers’ central banker. Meanwhile, email me: robert.armstrong@ft.com....
May 1, 2024
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
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
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
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
FT MagazineRobert Shrimsley
Ask Shrimsley: is it time to try glamping?
...There is often the lure of a Jacuzzi, this apparently being the clincher for the romantic weekend market....
May 10, 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
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
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

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