2024 Outlook and Impact of Generative AI

In this chapter, the host speaks with Scott Cronard from City about their thoughts on the early part of the year. They discuss their view that 2024 will see a broader theme away from mega-cap growth leadership and the impact of generative AI support for the tech space. They also touch on the components of the mega-cap growth cohort and the need for news flow to translate into fundamentals for stocks to continue performing.

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