Surveillance: Peterson on Jobless Claims Drop
Bloomberg Surveillance
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The Future of AI
We're focused on the mid-cap space rather than small caps because we do see a better valuation there. Playing AI doesn't just require picking out the enablers of it, but really thinking through some of the cross-sector applications. So you've got to kind of expand your purview and think about all of the different types of disruption that this could potentially pass.
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