33 min listen
The Best And Worst Stock Market Sectors In 'Slowing' Economy | Chris Retzler
The Best And Worst Stock Market Sectors In 'Slowing' Economy | Chris Retzler
ratings:
Length:
30 minutes
Released:
Jul 1, 2024
Format:
Podcast episode
Description
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Chris Retzler, Portfolio Manager at Needham Asset Management, discusses the best sectors to be positioned in right now, despite the economy showing signs of slowing down.
*This video was recorded on June 26, 2024
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW NEEDHAM FUNDS:
Website: https://www.needhamfunds.com/
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For business inquiries, reach me at david@thedavidlinreport.com
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
0:50 - S&P 500 outlook
2:10 - Economy slowing
3:46 - Tech sector outlook
6:00 - Inflation, Fed policy
10:23 - Laggards of stock markets
11:30 - Defense sector
14:30 - Cybersecurity
16:41 - Small vs. large cap stocks
22:30 - NVIDIA
26:40 - Tech sector valuations
28:00 - AI investment themes
#economy #investing #stocks
Chris Retzler, Portfolio Manager at Needham Asset Management, discusses the best sectors to be positioned in right now, despite the economy showing signs of slowing down.
*This video was recorded on June 26, 2024
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW NEEDHAM FUNDS:
Website: https://www.needhamfunds.com/
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): / davidlin_tv
TikTok (@davidlin_TV): / davidlin_tv
Instagram (@davidlin_TV): / davidlin_tv
For business inquiries, reach me at david@thedavidlinreport.com
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
0:50 - S&P 500 outlook
2:10 - Economy slowing
3:46 - Tech sector outlook
6:00 - Inflation, Fed policy
10:23 - Laggards of stock markets
11:30 - Defense sector
14:30 - Cybersecurity
16:41 - Small vs. large cap stocks
22:30 - NVIDIA
26:40 - Tech sector valuations
28:00 - AI investment themes
#economy #investing #stocks
Released:
Jul 1, 2024
Format:
Podcast episode
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