Pete Horacek, Managing Director, Head of Structured Investment Distribution, and Peter Repetto, Vice President, Investment Strategy, join Beyond 60/40 to discuss the latest AI developments and investment opportunities amid market volatility. They explore how structured investments can offer downside protection and upside participation in AI-related stocks, like semiconductors and cybersecurity. Despite fluctuations, they remain optimistic about AI's future, driven by strong demand for infrastructure and increased CapEx spending from major tech companies.
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