Robert Armstrong

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.

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.

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.

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.

FT property correspondents Robert Armstrong and Joshua Oliver discuss the recent decline in shares of New York Community Bank Corp and its impact on the commercial real estate market. They explore the challenges in commercial real estate, the potential impact on regional banks, and the slow-moving nature of the sector. The hosts also have a contrasting discussion on returning to the office post-COVID-19.