AI, Infrastructure and Cyclical Rotation

Sofi’s Liz Young and Lauren Goodwin of New York Life Investments tell us where they think the market can go from here. Plus, Aswath Damodaran from NYU Stern School of Business weighs in on valuations – and tells us where he’s putting his money to work right now. And, Seema Mody has some exclusive new reporting on Alphabet’s massive bond sale.

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