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U.S. chipmaker Nvidia again topped earnings expectations amid the AI boom. In today’s episode, portfolio managers Alfred Lee, Chris McHaney, and your host, Mckenzie Box, discuss whether it’s time to take profits. They also explore Canadian bank earnings, the probability of a recession, and navigating options skew. McKenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Alfred Lee and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Wednesday, February 28, 2024.
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