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Market Insights: 2024-25 Review & Outlook

Market Insights: 2024-25 Review & Outlook

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Brian Barish provides his 2024-25 market review and outlook. He reflects on the uneven performance of 2024, propelled by the momentum in AI-driven innovation and mega-cap tech.

Looking ahead, he details potential risks, the investment thesis for Airbnb, and what other areas of the market Cambiar is seeing opportunities.

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