Kathleen McCarragher

Kathleen McCarragher from Jennison Associates discusses investing through economic cycles, AI perspectives, and team leadership. Delve into Nvidia's growth journey, AI's impact on big tech, and the importance of long-term investment horizons. Explore McCarragher's personal passions and insights into large-cap investing.

Kathleen McCarragher, a portfolio manager, discusses market concentration in S&P 500, growth stock challenges, valuation impact of interest rates, success stories like Nvidia, and opportunities in consumer markets and international investments.