Julie Biel advises focusing on quality in small and mid-caps. She views the new Fed chair's 'austerity of words' as positive. She is enthusiastic about AI long-term but notes the shorter depreciation cycle of AI capex creates pressure for near-term returns. She sees US/non-US valuations more balanced now and recommends a globally diversified portfolio.
Yields

explicit
Oil
Metals
USD
Kayne Anderson Rudnick 7.8
Asset Manager $50.00B
Julie Biel 7.5
6/18/2026 8:18:23 PM
ndx
Enthusiastic and excited about AI for the very long term.
1 calls
+3
no reliable edge (random outcomes)
11/7/2025 9:54:04 PM medium term cautious down 21 days later -1.05% +0.52%
rut
Opportunity to buy nice things (quality small/mid-caps) for cheap.
3 calls
+2
no reliable edge (random outcomes)
6/13/2026 1:33:00 AM short term cautious up 7 days later +1.21% +0.61%
5/19/2026 1:47:58 AM short term cautious down 5 days later +1.84% -0.92%
5/1/2026 1:10:20 AM short term cautious up 7 days later +2.67% +1.33%
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