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Robert Armstrong

Contributor to the Unhedged Newsletter. Co-host of the Unhedged podcast based in New York City.

Top 5 podcasts with Robert Armstrong

Ranked by the Snipd community
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12 snips
Jul 25, 2024 • 53min

Harris vs. Trump: The Markets React — ft. Robert Armstrong

Financial commentator Robert Armstrong discusses the market reaction to the US election and inflation. He explains why small-cap companies are surging and predicts a delay in rate cuts by the Federal Reserve. They delve into Trump's impact on markets, Fed rate cut speculations, and personal investment strategies.
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8 snips
Jun 11, 2024 • 20min

Trade like a bot

Researchers at the University of Chicago took a fairly standard large language model of AI and fed it a bunch of balance sheets and income statements and asked it to make predictions about earnings. In backtests, AI beat human calls by a small margin, and outperformed the market generally. Have fund managers been dealt yet another kill shot? Katie Martin and Robert Armstrong discuss, and go long shareholder commitments, and the musical genius of Yuja Wang.For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedofferYou can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
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Jul 15, 2024 • 23min

Why men’s fashion is skimpier and more queer

Men's fashion experts Robert Armstrong and Eric Platt discuss the rise of skimpier and more queer styles in menswear, exploring the influence of social media, changing gender norms, and increasing comfort in self-expression through fashion. They also touch on the societal pressure for men to enhance their appearance, the impact of body ideals, and the evolving standards men face in society.
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Sep 11, 2024 • 19min

Jay Powell – lucky or good?

Jay Powell, the Chair of the Federal Reserve, discusses his efforts to manage inflation without derailing the economy, joined by Robert Armstrong, a US financial commentator from the Financial Times. They delve into whether Powell's strategies are the result of skill or serendipity. The conversation also touches on comparisons with past central banking legends like Paul Volcker, and the challenges of navigating today's economic uncertainty while balancing inflation and employment. Ultimately, they ponder how history will evaluate Powell's leadership.
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Jul 11, 2024 • 20min

Paramount, Skydance and the streaming wars

Entertainment industry expert Robert Armstrong and deals reporter James Fontanella-Khan discuss the Paramount-Skydance merger and the future of entertainment in Hollywood. They delve into the complexities of the deal, the competitive landscape in the streaming industry, and explore the potential impacts of consolidation. Additionally, they share predictions and banter about the Euros football final.