00:00 Intro and agenda
01:00 Why rate-sensitive sectors are working despite higher yields
03:04 Semis, factor quirks, and accumulating rate-sensitive names
03:23 The endowment dinner: "rates going to 6 or 7%"
04:28 Brazil rallies and quality names on sale
05:59 AI agents: frustrations and the "good enough" threshold
07:35 Why agents won't be abou...
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