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Halftime Report
The State of Tech 6/17/24
Jun 17, 2024
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.
44:12
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Quick takeaways
- Electricity drives innovation and investment strategies in the tech trade.
- Balancing investments and considering shifts in stock leadership are crucial in the current market trends.
Deep dives
Electricity as a Key Driver of Innovation and Investment
The podcast discusses electricity as a fundamental driver of innovation and investment, highlighting significant milestones like the launch of Spyder S&P 500 ETF by State Street 30 years ago. It emphasizes how the concept of electricity has inspired diverse investment strategies and changed the way people invest.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode