Winners Beyond Big Tech
1:07:45–1:09:18 · 93s
Kedrosky predicts value flows to heavy-asset, low‑obsolescence sectors as mega-cap tech looks more like utilities with shrinking multiples.
1:07:45–1:09:18 · 93s
Kedrosky predicts value flows to heavy-asset, low‑obsolescence sectors as mega-cap tech looks more like utilities with shrinking multiples.
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