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Market setup on AI dependence is challenging, says Kayne Anderson Rudnick's Julie Biel
西氏医药西氏医药(US:WST) Youtube·2025-11-08 03:59

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 ...