There was a big drop in tech stocks last night coupled with a number of reports circulating the blogosphere about how AI is a bust. The combination is worth reviewing - is this an opportunity to reload on technology stocks, or is it a pin in the bubble?
In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, discussed this issue.
Agenda:
Fundamentals
Valuation
Macroeconomic
Investment outlook
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