Always fun to hand out with Jared on set in New York at the studio. We covered two basic topics: what big tech stocks have decent valuations and what large down and out stocks I’m looking at. What comes out of that is the tug of war between the promise of A.I. and the surge in earnings it could create versus firms that are more economically sensitive to overall growth. But not to worry - the overpriced A.I. stocks are so huge now, anyone with exposure to the SP500 index has plenty of it.