PODCAST - EPISODE 7

Thinking beyond the MegaCap-8

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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