Barton Crockett

Rebecca Patterson, former Chief Investment Strategist at Bridgewater, argues that the U.S. economy resembles a precariously balanced 'Jenga tower', relying heavily on AI spending and affluent consumers. Greg Torto from Goldman Sachs shares insights on small-cap investments, highlighting potential benefits from improving earnings and strategic M&A. Barton Crockett, a senior analyst at Rosenblatt, provides a cautious perspective on Alphabet's valuation amidst fierce competition and AI risks. The conversation is packed with intriguing market dynamics and investment strategies!