Treasurys, bonds, caution and patience with Julia Ostian, Kenio Fontes, and Jack Bowman (0:40) 'Messy' AI stocks to like (10:30) Defense quantum sector (24:15) We have to talk about Uber (33:15) The Netflix Story (41:00)Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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