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.