Halftime Report

The State of Tech 6/17/24

Jun 17, 2024
Guest
Jim Lebenthal
Jim Lebenthal discusses the state of the tech trade and adds a new name to his portfolio. The podcast covers S&P price targets, challenges in forecasting, Adobe and Microsoft market dynamics, investment calls for Autodesk and tech ETF rebalances. It also explores international markets, stock rebalances, housing market challenges, and final trade recommendations.
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Episode notes
1
Intro
00:00 • 2min
2
Analyzing the S&P Price Targets and Market Dynamics
02:01 • 16min
3
Adobe and Microsoft in the Tech Markets
18:05 • 4min
4
Discussion on Market Factors and Stock Movements
22:15 • 3min
5
Autodesk's Stock Performance and Investment Calls
25:06 • 6min
6
Exploring International Markets and Tech ETF Rebalances
31:12 • 2min
7
Stock Rebalance, International Diversification, and Tech Industry Insights
33:05 • 8min
8
Analysis of Housing Market and Market Dynamics
40:49 • 2min
9
Market Movement and Final Trades Discussion
43:15 • 2min
10
Stock Recommendation on Palantir and Market Updates
44:51 • 2min