Being picky with stocks more important than ever

Treasurys, bonds, caution and patience with Julia Ostian (seekingalpha.com/author/julia-ostian?source=ie…), Kenio Fontes (seekingalpha.com/author/kenio-fontes?source=ie…), and Jack Bowman (seekingalpha.com/author/jack-bowman?source=ie_…) (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 transcripts (seekingalpha.com/author/investing-experts-podc…)

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