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

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.

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Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. 

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