Everything Old is New Again with Deirdre Bosa | Okay, Computer.
RiskReversal Pod
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Bullish Year for Mega-Cap Stocks and Role of Generative AI
Discussion on the potential for another bullish year for mega-cap stocks in 2022 and the impact of generative AI. Topics include the dominance of top names, importance of corrections, relationship between valuations and stock attractiveness, and speculation on consolidation and flushing out.
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