Ankur Crawford, a seasoned expert from Alger, dives into the current market landscape with sharp insights on investment strategies. He discusses the recent retreat of mega-cap stocks and the impact of inflation on market dynamics. Navigating tariff uncertainties is also on the table, with Sara Naison-Tarajano weighing in on her strategies. Saira Malik identifies emerging opportunities outside of tech, highlighting a potential shift in investment focus. Expect an engaging exploration of market trends and resilience amidst economic challenges!

Gabriela Santos from J.P. Morgan and Ankur Crawford from Alger dive deep into market trends, debating the potential for a lasting rally amid seasonal shifts. Robert Kaplan analyzes the Fed's future moves, while Stacy Rasgon navigates the semiconductor sector's volatility. Erin Brown shares insights on overall market dynamics and investor sentiment as earnings season begins, emphasizing the resilience of consumer spending and the impact of tech innovations. Together, they unpack the complexities of today's economic landscape and investment strategies.

Ankur Crawford, a senior vice president and portfolio manager at Fred Alger Management, shares her journey from engineering to finance, emphasizing the analytical mindset that shapes her investment strategies. The discussion dives into the transformative impact of AI on productivity and innovation, comparing its disruption to historical technologies like the steam engine. Crawford also examines the complexities of regulating AI, the influence of geopolitical events on market volatility, and the intricacies of growth versus value investing in today’s concentrated market.