{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Taking Stock","title":"Thinking beyond the MegaCap-8","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/83dd9d8f\"></iframe>","width":"100%","height":180,"duration":1182,"description":"As the MegaCap-8 stocks continue to dominate the market in 2023, Sello and Anthony discuss some of key debates surrounding their outperformance.  \n[00:40] Introduction\n[02:26] Anthony explains why we think that the trends contributing to the MegaCap-8 performance are due to reverse\n[08:27] How we are selective with the MegaCap-8 \n[12:18] Do you need to own mega-caps to benefit from the AI trends?\n[19:10] Closing remarks ","thumbnail_url":"https://img.transistorcdn.com/VfAwv1Pn5_Ma2xV-FQnSudMLEvPnDJ8oUt7hvULO25A/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS85NTYy/YzY1MWZjMzI4MDZi/NzBmMTQ5M2Q5NWU4/MTgzOC5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}