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AMPBEARNVDAAMDBULLCSCOBULLMIXEDSubstantive discussion · 3/5

Rotation out of financials into tech

The guest described a market rotation where money is leaving fundamentally strong financials like Ameriprise to chase the AI spend in tech.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE