”Careful what you wish for” warns Strategas’ Sohn on rate cut backdrop

And Bryant, that brings us right to you and your valueoriented fund. Um, of course, tech a clear beneficiary from AI and we've heard a lot of talk coming from productivity gains and other sectors from the AI buildout. Where are you seeing value and AI intersect.Is there anywhere where that ven diagram crosses. >> Yeah, sure. We we certainly saw the same thing Todd saw which was financials especially banks were highly attractive coming into the early part of the year and through today within financials we're ...