Behind the Markets Podcast: Nir Kaissar
Behind the Markets Podcast
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The Impact of the AI Boom on the Markets
Last year, the narrative was all about interest rate re-pricing and valuations. And now this year, what do you see, it's sort of the AI boom impacting big tech. My view about last year was really about readjusting the market for not only a higher industry environment, but specifically the impact of higher interest rates on the broader economy.
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