While the S&P 500 just hit a new high, the FTSE 100 is down about 3 per cent for the year. Today on the show, we talk about the two markets. First, we ask if antitrust cases might slow the tech companies powering the S&P 500, and second, we try to understand why the solid multinationals that make up the FTSE 100 can’t find any love. Also, we evaluate the mullet as a metaphor for a balanced portfolio. Our position: we are long and short.
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.