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The Generational Opportunity in Growth Stocks
Manage episode 363602057 series 3286247
Vice President & Senior Portfolio Manager, Noah Blackstein discusses why he believes there is a generational opportunity ahead for growth stocks, the impact that macro events have had on markets historically and this year, the U.S. Federal Reserve, Artificial Intelligence and the Cloud, and areas where his bottom-up investment process is finding opportunities.
87 episod
Manage episode 363602057 series 3286247
Vice President & Senior Portfolio Manager, Noah Blackstein discusses why he believes there is a generational opportunity ahead for growth stocks, the impact that macro events have had on markets historically and this year, the U.S. Federal Reserve, Artificial Intelligence and the Cloud, and areas where his bottom-up investment process is finding opportunities.
87 episod
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