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Robert Armstrong

US Financial Commentator, Financial Times

Real Alpha has cut 3 moments of Robert Armstrong (US Financial Commentator, Financial Times) talking, from an interview on Prof G Markets published Oct 27, 2026.

What Robert Armstrong said

  1. Prof G Markets ·

    Anthropic's $800 Billion Problem Is Hiding In The Fine Print

    3 moments · 10 min

    1. 30:11

      A correction could hit chipmakers harder than hyperscalers Pro pick

      “even if inflation does go up a little bit and rates don't go up a little bit, you have a little cushion in there.”
      at 32:52
    2. 20:37

      Bond buying and weaker market breadth point to a turn

      “I'm not calling for a crash, but the euphoria is broken.”
      at 23:52
    3. 27:03

      AI infrastructure financing is headed for consolidation

      “This is going to go through a round of restructuring and reconstruction and consolidation. That's just going to happen one way or the other.”
      at 28:26

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