A.I. hype needs to be tempered by discipline, notes Eric Branson. He discusses portfolio positioning for the rest of 2024. He talks about how it’s important to avoid being seduced by the hype of the A.I. trade. He then goes over his sector to watch, energy. He then goes over the state of the value trade. Tune in to find out more about the stock market today.
Market On Close
01 Apr 2024
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