We’re halfway through the year and the markets are thriving but look different than they did six months ago. The Magnificent Seven are struggling, while chip makers are soaring. Inflation is up but wages are stalling. Today on the show, Katie Martin and Rob Armstrong try to figure out where we are and where we’re going. Also they go short the anchovy market and long dogs. 

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You can email Robert Armstrong and Katie Martin at unhedged@ft.com.

Read a transcript of this episode on FT.com

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