Tandem Talk, Episode 24: Understanding Market Momentum
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Tandem Talk, Episode 24: Understanding Market Momentum
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Tandem's Investment Team is back with Episode 24 of Tandem Talk. Since February, markets have kept marching to the beat of one drum: AI. The team draws on historical parallels, digs into what the portfolio's fundamentals are actually doing, and asks why the companies that survive a capital expenditure boom are rarely the ones the market bets on early.
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