This week’s podcast guest Matt Caruso offers a different perspective on the choppy action of recent months. Despite everything, Caruso sheds light on how this market might actually be signaling resilience here. Caruso will also discuss why getting the macro thesis right isn't enough. Everyone knows AI is the primary economic driver for the next decade. But true success will come down to specific risk management: knowing precisely when to press your edge and when to preserve capital.
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