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Robert Armstrong

U.S. Financial Commentator; Author, Unhedged, Financial Times

Verified interview transcripts, podcast appearances, and direct quotes from Robert Armstrong, U.S. Financial Commentator; Author, Unhedged at Financial Times. AI-verified speaker identity with full-text searchable transcripts.

Recent appearances

  • Why The S&P Just Hit A Record High — Despite Soaring Yields

    October 07, 2026 · 📺 Prof G Markets

    Ed Elson is joined by John Mowrey to unpack the market’s current dynamics and where he thinks stocks are headed next after notching fresh records. Then, Robert Armstrong returns to break down the state of the housing market, what it will take for conditions to improve, and whether now is the right time to buy a home. Finally, Ed shares his take on the closed Paramount and Warner Bros. Discovery deal. John Mowrey is the Chief Investment Officer at NFJ Investment Group. Robert Armstrong is the U.S. financial commentator for the Financial Times and author of the Unhedged newsletter. Timestamps…

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  • Financial Times editor Robert Armstrong on regulating AI companies

    September 22, 2026 · 📺 Quest Means Business

    "I think we have to be a little cautious when we listen to [the companies] talk. Are they genuinely interested in making the technology safe? Or do they want to spread accountability for whatever damage the technology might do into the public domain?" Financial Times editor Robert Armstrong on regulating AI companies.

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  • Fed Hikes Rates For First Time In 3 Years — Here’s Why It Matters

    September 17, 2026 · 📺 Prof G Markets

    Ed Elson is joined by Robert Armstrong to break down the Fed’s decision to raise interest rates and what a high rate environment means for the markets. Then, Alice Han returns to break down how China has responded to the AI apocalypse fears in the U.S. Finally, Ed shares his thoughts on the news that the EU invited Canada to become its first associate member. Robert Armstrong is the author of the Unhedged Newsletter and US financial commentator for the Financial Times. Alice Han is a Director at Greenmantle. Timestamps 00:00 - Intro 00:41 - Market Vitals 01:07 - Fed Hikes Rates (ft. Robert…

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  • Fed rate hike predicted by FT Robert Armstrong (September 2026)

    September 09, 2026 · 📺 Nimrod Kamer

    September 2026 #Unhedged Full podcast https://ft.com/unhedged-podcast FT Weekend Festival Hampstead Heath 5/9/2026

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  • Why Bessent Tried To Rescue The Bond Market (And Failed)

    September 01, 2026 · 📺 Prof G Markets

    Ed Elson is joined by Robert Armstrong to break down what’s been happening in the bond market and what he makes of Scott Bessent’s intervention. Then, Deirdre Bosa joins the show to unpack how OpenAI’s agents went rogue and whether or not it raises larger concerns for the industry. Finally, Ed shares his thoughts on the recent SaaS rally and what he thinks we can learn from it. Robert Armstrong is the US financial commentator for the Financial Times and author of the Unhedged Newsletter. Deirdre Bosa is the founder of DB Live. Timestamps 00:00 - Intro 00:26 - Market Vitals 00:56 - Bessent'…

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  • This Market Is Directionless (And That Should Scare You)

    June 29, 2026 · 📺 Prof G Markets

    Today on Prof G Markets, Robert Armstrong, U.S. financial commentator for the Financial Times, fills in for Scott to assess the state of the markets at the halfway point of the year. He and Ed look back at the biggest stories of the past six months and explain why they believe investors may be approaching a nervous top. They discuss why the Magnificent Seven have begun to lose their grip on the market and which sectors are emerging as the new leaders. Finally, they look ahead to the second half of the year, making predictions on inflation, interest rates, and whether or not the bubble will bur…

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  • The Financial Times' Robert Armstrong on why computer chip stocks are driving the markets

    June 02, 2026 · 📺 Quest Means Business

    "The whole set of companies that help build, maintain, cool, wire, construct these data centers just have more orders than they know what to do with, and that is going to continue for months and years, regardless of how big this data center boom turns out to be, how big the AI technological revolution turns out to be." The Financial Times' Robert Armstrong on why computer chip stocks are driving the markets.

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  • The Ceasefire Is Cracking — What Markets Are Missing | Prof G Markets

    April 09, 2026 · 📺 The Prof G Pod – Scott Galloway

    Subscribe to the Prof G Markets Youtube Channel here:    / @profgmarkets   Find the full episode here:    • Markets Are Betting the Iran War Is Over —...   Ed Elson is joined by Robert Armstrong and John Mowrey to break down how the ceasefire with Iran is moving markets, where they think inflation is heading, and what opportunities they see in the market. Robert Armstrong is a commentator for the Financial Times, author of the Unhedged Newsletter, and cohost of the Unhedged podcast. John Mowrey is the Chief Investment Officer of NFJ Investment Group. You can listen to the full episode on…

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  • Markets Are Betting the Iran War Is Over — Is it?

    April 09, 2026 · 📺 Prof G Markets

    Ed Elson is joined by Robert Armstrong and John Mowrey to break down how the ceasefire with Iran is moving markets, where they think inflation is heading, and what opportunities they see in the market. Robert Armstrong is a commentator for the Financial Times, author of the Unhedged Newsletter, and cohost of the Unhedged podcast. John Mowrey is the Chief Investment Officer of NFJ Investment Group. Timestamps 00:00 - Today's Number 00:18 - Market Vitals 00:42 - Iran Panel (ft. Robert Armstrong & John Mowrey) 11:56 - Ad Break 14:51 - Iran Panel Continues 31:03 - Credits — Subscribe to the Pr…

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  • Your Bills Are About to Go Up. The Fed Can’t Stop It. | Prof G Markets

    March 19, 2026 · 📺 Prof G Markets

    Ed Elson speaks with Michael Gapen and Robert Armstrong about the Federal Reserve’s interest rate decision and what to expect from inflation for the rest of the year. They discuss how households will be impacted by the war in Iran, whether stagflation is on the table, and give the health of the economy a grade. Michael Gapen is the Chief US Economist at Morgan Stanley. Robert Armstrong is a financial commentator for the Financial Times and author of the Unhedged Newsletter. Timestamps 00:00 - Today's Number 00:23 - Market Vitals 00:50 - Inflation Panel (ft. Michael Gapen & Robert Armstrong)…

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  • Why The Iran War Could Reignite Inflation | Prof G Markets

    March 04, 2026 · 📺 Prof G Markets

    Ed Elson is joined by Mark Zandi, Robert Armstrong, and Matthew Martin to break down how the war with Iran is moving markets, unpack the tail risks investors and Americans are ignoring, and discuss whether there is anywhere to hide as a safe haven trade. Mark Zandi is the Chief Economist at Moody’s Analytics, Robert Armstrong is the U.S. financial commentator for the Financial Times, and Matthew Martin is Semafor's Saudi Arabia bureau chief. Timestamps 00:00 - Today's Number 00:25 - Market Vitals 00:49 - Iran Panel (ft. Mark Zandi, Robert Armstrong, and Matthew Martin) 13:47 - Ad Break 15:3…

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  • Why a Doomsday AI Blog Wiped Out $300 Billion | Prof G Markets

    February 25, 2026 · 📺 Prof G Markets

    Ed Elson breaks down why a new Substack post from Citrini Research sent software stocks into freefall with Josh Brown. They also discuss the rise of HALO stocks. Then, Ed is joined by Robert Armstrong to unpack warning signs in the private credit market from Blue Owl Capital. Josh Brown is the CEO at Ritholtz and host of The Compound & Friends podcast. Robert Armstrong is the US financial commentator for the Financial Times. Timestamps 00:00 - Today’s Number 00:25 - Market Vitals 01:02 - Citrini Report & HALO (ft. Josh Brown) 13:38 - Break 14:06 - Blue Owl (ft. Robert Armstrong) 27:32 - Br…

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