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Mar 2023
45m 47s

3-17-2023 – Sectors to Watch for Underva...

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
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Today
Is India the Best Emerging Market to Invest in for 2026?
As the AI trade gets choppier and investors look for alternatives to mega-cap tech concentration, India is emerging as a serious destination for capital seeking growth without the AI boom-bust risk. But before you pivot your portfolio eastward, you need to understand the real ris ... Show More
41m 17s
Yesterday
Defense Tech Stocks in 2026: Is This the New Growth Sector Investors Have Been Waiting For?
Electronic warfare, drones, and advanced defense technology are forcing Wall Street to completely rethink how defense companies are valued — moving them closer to tech multiples than old-school defense contractor models. With NATO spending commitments rising and geopolitical risk ... Show More
43m 11s
Jul 8
What Happens When the AI Bubble Pops? The Trade Is Losing Its North Star
Bloomberg is reporting that one of the key signals driving the AI trade is losing its reliability — and that raises a critical question for investors who've built positions around AI infrastructure, chips, and related names. When the narrative cracks, understanding what's driving ... Show More
45 m
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