In this episode, we sit down with Alex Pollak, CIO of Loftus Peak, to unpack the latest US reporting season, the volatility shaking tech markets, and where he's spotting the next big opportunities. From AI winners and losers to the impact of earnings surprises on portfolio positioning, Alex shares his top stock ideas and where he sees growth in a choppy market.If you're wondering how to navigate AI, tech giants, and the shifting US equity landscape, this is an episode you don’t want to miss.Follow and subscribe for more expert insights on markets, financial strategies, and investing!Follow Talk Money To Me on <a href="https://www.instagram.com/talkmoneytomepodcast/" rel="noopener noreferrer" target="_blank">Instagram</a>, or send Candice and Felicity an email with all your thoughts <a href="mailto:tmtm@equitymates.com" rel="noopener noreferrer" target="_blank">here</a>.&nbsp;Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more <a href="https://www.cftgroup.com.au/team" rel="noopener noreferrer" target="_blank">here</a>.&nbsp;*****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.&nbsp;*****Talk Money To Me is a product of Equity Mates Media.&nbsp;This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.&nbsp;Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.&nbsp;Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network.<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

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US Tech Volatility, AI Winners & Top Stock Picks — Alex Pollak, Loftus Peak CIO

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