- Investor enthusiasm for AI has fueled one of the strongest market themes in years…but it has also created meaningful valuation gaps across the broader market
- Matt will explain how and why you don’t have to choose between participating in AI or becoming defensive. Instead, you can counterbalance your portfolio with high-quality companies that have strong fundamentals, growing dividends, and attractive valuations
- Finally, Matt will cover which companies and sectors investors should add to their portfolios now
Private credit and private wealth are open to individual investors in ways they were not five years ago. Options-income ETFs, digital asset funds, and buffer products keep multiplying. More choice is not the same as better outcomes. This panel sorts the structures worth owning from the ones that exist because they were easy to launch – and covers how each can help (or potentially hurt) you.