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SECTOR ETFAIQBOTZBEARISHSubstantive discussion · 3/5

No single ticker was named. Artificial intelligence ETFs are one way for retail investors to get exposure. Not a recommendation.

Underweight European equities, overweight US

European equities face structural underperformance by missing key technology megatrends like AI and attempting to regulate rather than build tech industries.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Underweight European equities, overweight US · Zortix