Peter Berezin on AI Stock Overvaluation, Small-Cap Struggles, and Recession Indicators
Lead-Lag Live - Een podcast door Michael A. Gayed, CFA
Is the allure of AI stocks overshadowing the perilous reality of small-cap struggles? Join us in this episode as we dissect the intricate landscape of the current stock market with Peter Berezin from BCA Research. We promise an in-depth analysis of the bifurcated performance between thriving large-cap AI-driven stocks and the underperforming small-cap sector. Learn how key economic factors like the ongoing slowdown, diminishing job openings, and the depletion of pandemic savings are contribut...