Two stock markets, two takes
America’s leading stocks face antitrust allegations, while the UK’s high performers are neglected
Unhedged · Financial Times & Pushkin Industries
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Show Notes
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.
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Read a transcript of this episode on FT.com
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