The Great Debate 12/4/23
Halftime Report
00:00
Tech Stocks and the Market Rally
The speakers discuss the recent performance of the market and the ongoing rally, acknowledging the strength of the market and questioning the valuation of tech stocks. They also examine the impact of lower interest rates and the potential consequences of rate cuts. The chapter concludes by highlighting insider sales, the performance of mega-cap names, and the potential for a pullback in megacap stocks.
Transcript
Play full episode
