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Listen "Thinking beyond the MegaCap-8"
Episode Synopsis
As the MegaCap-8 stocks continue to dominate the market in 2023, Sello and Anthony discuss some of key debates surrounding their outperformance. [00:40] Introduction[02:26] Anthony explains why we think that the trends contributing to the MegaCap-8 performance are due to reverse[08:27] How we are selective with the MegaCap-8 [12:18] Do you need to own mega-caps to benefit from the AI trends?[19:10] Closing remarks
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