Four months ago, the FT’s Rob Armstrong and Elaine Moore placed their bets on two portfolios of three stocks each picked from the “Magnificent Seven” tech stocks that have been dominating markets this year. Today on the show, we check in on their portfolios, and try to think about where they’re headed next. Also, we go long Chicago.
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, formerly Twitter. 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.