As the MegaCap-8 stocks continue to dominate the market in 2023, Sello and Anthony discuss some of key debates surrounding their outperformance.
[00:40] Introduction
[02:26] Anthony explains why we think that the trends contributing to the MegaCap-8 performance are due to reverse
[08:27] How we are selective with the MegaCap-8
[12:18] Do you need to own mega-caps to benefit from the AI trends?
[19:10] Closing remarks
