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For the first time in more than a decade, the dominance of growth, tech, and American equities could be in question. In this wide-ranging conversation, Albert Bridge Capital CIO Drew Dickson and best-selling author Morgan Housel discuss this shift in the state of the market, and what the last two years has taught us about behavioral finance. Moderated by Jamie Catherwood, an investor and financial historian, this webinar covers:
- The resurgence of Value stocks and the case for European equities ignored by American investors
- Investor behavior and the impact of flows on market return
- What the past two years has taught us from a behavioral finance perspective
Click here to register for the podcast, and a link will be sent to you directly.
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Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T&Cs and Copyright Policy. Email licensing@ft.com to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found at https://www.ft.com/tour. https://www.ft.com/content/0e7f6374-3fd5-46ce-a538-e4b0b8b6e6cd Big Tech stocks have sold off heavily after the companies unveiled plans to spend $660bn this year on AI, as investors fret that the “breathtaking” capital expenditures are outpacing the earnings potential of the new technology.
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