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2min chapter
Citrini on 2024 Election Portfolio Construction And AI “Mania”
Forward Guidance
Intro
The chapter delves into an interview with a successful stock picker and trader who discusses their AI baskets' impressive performance, focusing on AI beneficiaries like Nvidia and SMCI, fiscal beneficiaries, and the influence of interest rates and the upcoming election on the market.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode