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UNPNSCCSXXPOODFLBULLISHSubstantive discussion · 3/5

Broaden exposure beyond mega-cap tech into transports

Panelists advocated broadening equity exposure away from concentrated mega-cap tech names and into outperforming cyclical sectors like rail transports.

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