A few months back, Alex Pollak sat down with Felicity Thomas and Candice Bourke on their Equity Mates’ Talk Money to Me podcast to unpack the latest US reporting season, the volatility shaking tech markets, and where he’s spotting the next big opportunities. From AI winners and losers to the impact of earnings surprises on portfolio positioning, Alex shares his top stock ideas and where he sees growth in a choppy market.
Listen to the episode below to gain insights into how to navigate AI, tech giants, and the shifting US equity landscape.
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