Talk Your Book: AI Winners & Losers
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Today's Animal Spirits Talk Your Book is brought to you by Alger. Go to Alger.com. To learn more about ATFV, that's the Alger thirty five ETF. Concentrated portfolio, ATF V. Elder.com to learn more. Welcome to Animal Spirits, a show about markets, life, and investing.
Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, and watching. All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the opinion of Red Host Wealth Management. This podcast is for informational purposes only and should not be relied upon for any investment decisions. Clients of Britholt's Wealth Management may maintain positions in the securities discussed in this podcast. Welcome to Animal Spirits with Michael and Ben. On today's show, we are joined by Dan Chung. Dan is the CEO and CIO. and a portfolio manager.
at Alger. And what we talked about today was their concentrated portfolio, which In a concentrated market. Having a concentrated portfolio has to be either really easy or really hard. Right? Because you kinda you could do a closet index. Of the contrary positions.
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