{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/6478a825654260001190a7cb/6a188e5871443cf04ac0108e?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"The chip and memory stock frenzy ","description":"<p>Are chip and memory stocks in a bubble? Or just rationally riding an ever-increasing demand for AI infrastructure? Today on the show, Rob Armstrong and Katie Martin unpack the rally in chip and memory stocks. Also they go long a stalemate in the Middle East and long the fracas surrounding the new Ferrari.&nbsp;</p><p><br></p><p>For a free 30-day trial to the Unhedged newsletter go to: <a href=\"https://www.ft.com/unhedgedoffer\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.ft.com/unhedgedoffer</a>.</p><p><br></p><p>You can email Robert Armstrong and Katie Martin at <a href=\"mailto:unhedged@ft.com\" rel=\"noopener noreferrer\" target=\"_blank\">unhedged@ft.com</a>.</p><p><br></p><p><a href=\"https://www.ft.com/content/59465bd1-bbc3-4ea6-8e07-a5232d48a094\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>Read a transcript of this episode on FT.com</strong></a></p>","author_name":"Financial Times & Pushkin Industries"}