In the last months, the stock market has been a joyride, but not for two of the biggest names in tech: Tesla and Apple. Today on the show we look at how these two former high-flyers have come down in the last months, and even wonder what their role in the so-called Magnificent Seven tech stocks should be. Also we go long fundamental valuations, and long the Japanese family name Sato.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer)
Follow Ethan Wu (@ethanywu)) and Katie Martin (@katie_martin_fx)) on X. You can email Ethan at [email protected]).
Read a transcript of this episode on FT.com)
Hosted on Acast. See acast.com/privacy) for more information.
