Market setup on AI dependence is challenging, says Kayne Anderson Rudnick's Julie Biel
Joining me now is Julie Beal, chief market strategist over at Kain Anderson RDNik. Julie, you are now the I think the third or fourth guest this week that we've talked to that has pointed out healthc care as a trade. What exactly is attractive to you about it and where would you be going with it.I I think that the real challenge with the way that the market is set up right now is we have this dependence on everything in AI working out and I think you also have seen especially in small cap this swing towards ...