Part 7/8:
As the conversation transitioned towards sectors poised for growth, Lee reiterated his confidence in the “MAG 7” technology stocks. He believes that these stocks have reached a pivotal moment, having been among the first to recover in the wake of market adjustments. Despite past challenges faced by small-cap stocks, Lee continues to advocate for their potential, anticipating a rebound in the second half of the year. His steadfastness in the face of prior miscalculations showcases his conviction in the inherent value of small caps as we head further into 2023.