“Nvidia’s still our largest holding,” but Michael Landsberg still underweight overall. He’s looking for AI plays outside of the Mag 7 to avoid paying high multiples. He also looks to commodity trading using ETFs rather than futures as food and oil prices surge. Michael covers what his bond holdings look like and what he expects from the Fed this year. Looking for dividends, he likes NextEra Energy (NEE), GE Vernova (GEV), and Comfort Systems (FIX).

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