Talk Your Book: Diversifying the AI Trade

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Today’s Talk Your Book is brought to you by Nuveen:



To learn more about Nuveen click here: https://www.nuveen.com/positioning

On today’s show, we discuss:

  • Ways to gain AI exposure without concentrating in mega cap tech
  • Rising municipal bond demand as tax equivalent yields break seven percent for the highest tax bracket
  • Shifting private market interest from data centers toward real assets and farmland
  • How the AI build out continues to fuel record high earnings expectations

Listen here:

https://podcasts.thecompoundnews.com/show/animalspirits/

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