Growth stocks have rebounded really dramatically in 2023, notes Dan Lefkovitz. He discusses how AI has been a powerful catalyst for the growth side of the market and could be helping the growth rebound of 2023. He talks about how energy was the best performing equity sector last year and has been weak lately. He also goes over how banks are doing poorly in a rising rate environment. He then mentions that he thinks that the run up that we've seen in the technology sector in aggregate is overvalued at this point. Tune in to find out more about the stock market today.
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