Josh Brown
👤 SpeakerAppearances Over Time
Podcast Appearances
You can't just decide I'm going to chat GPT myself an engine.
So these are like quintessential Halo stocks, and they're in the index.
But they also benefit from the AI story.
So while we're betting on stocks that we think aren't disruptable by AI, we also sort of, in some of the names, get the tailwind of all the AI activity.
I think 36% of the portfolio is industrials.
Oh, wow.
And you bet-
Yeah.
And you better believe a lot of the industrials in that index are AI beneficiaries.
So just thought it was interesting the way they constructed the index.
Anyway, that's my spiel on Halo.
I know we talked a lot on the show about me suing people.
We're going to do the next best thing.
I'm going to help Roundhill out with their products.
And I'm pretty excited that I've birthed this into the world.
And in many ways, you're a midwife to this product.
Whoa, whoa.
I've never heard that before.
You have helped to shepherd its birth.
So that's the story.