A.I. Disruption, Not Deflation & Status of the Bull Cycle
Youtube·2026-02-17 13:58
Welcome back. Good to Morning Movers. I'm Dan King Hall coming to you live from the floor of the New York Stock Exchange.Joining us now is Jack Janis portfolio manager and the Texas Investment Managers to kick off our conversation about the AI trade and the evolution of it. For the past few years, Jack, good to see you. First of all, you could just essentially buy the AI trade and kind of sit back and, you know, watch your portfolio win.That era seems to be facing quite some speed bumps this year. the mag s ...