Goldman Sachs The Markets cover image

Is the big tech trade over?

Goldman Sachs The Markets

00:00

Exploring Market Rotation and Political Uncertainty Impact

This chapter covers market rotation, emphasizing the impact of top stocks like mega-cap tech companies on the S&P 500 while noting the positive performance of mid-cap and small-cap stocks. It also analyzes the influence of political uncertainty on market trends, considering recent events and historical trends of how uncertainty affects investor decisions.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner
Get the app