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Tech Leadership and AI Rally With Disciplined 5% Risk Cap
Episode 27 β€’ 17th November 2025 β€’ The Money Mosaic β€’ Pastime Agency
00:00:00 00:13:22

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Deborah and Kieran analyze a Focus ETF lineup: VUAG plus MSFT, NVDA, BA, BAKK, CCJI, highlighting AI-driven tech momentum, macro liquidity, and a strict 5% risk cap. They discuss levels, top holdings, and 1-3 month targets, with a cautious but constructive outlook on a tech-led rally. πŸš€πŸ“ˆπŸ€–πŸ’ΌπŸ’°πŸŒ

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