One idea, and I’ll be the first to say it’s incomplete, is to rethink how we organize technology exposure. Instead of a single broad “tech” umbrella analyzed by generalists, imagine a more hierarchical structure. Asset allocators at the top decide how much exposure there is to cybersecurity, AI infrastructure, fintech, or vertical SaaS. Below that, each domain develops its own specialist analysts, valuation models, and indices built around its specific realities.
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Beauchamp also reminds Gen Zers there are several other ways to break into the housing market aside from traditional ownership.
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