Inflation Levels Slow 6/13/23
Halftime Report
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The Importance of Managing Risk
Tech and comm services is 35 percent of our benchmarks. I don't think that's responsible to have 35 percent of a portfolio in so concentrated. You guys have missed out, all three of you, on part of this tech run. AI companies are the ones that have led the market. Still own it. There's more opportunity down the road.
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