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The tech rally isn’t just about the mega caps and AI, and why Chinese stocks could rise even higher 7/31/23

CNBC's "Fast Money"

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How to Hedge Against Volatility in the Market

We think there's a very viable long term thesis, particularly in energy and in healthcare. But at the same time, we do like those call it quote unquote AI type names, but you need the hedge. And lo and behold, Chair Powell has given us an opportunity to hedge because the higher interest rates move, the more attractive selling calls against your position becomes.

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