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The conversation · most recent first
16 JUL
THE JULIA LA ROCHE SHOW · 07:40
Fiduciaries are actively derisking from tech
"The guest argued that passive indexing has left portfolios dangerously over-concentrated in highly valued tech stocks, prompting sophisticated financial advisers to reconstruct portfolios toward value."
In depth · 4/5
4 JUL
MACROVOICES · 09:00
Intuitive Surgical as medical AI leader
"The guest argued that Intuitive Surgical is a premier AI play due to its vast, proprietary robotic surgery data."
Substantive discussion · 3/5
MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION