Gaining Perspective

Is It Time to Back Away from Big Tech?

Apr 4, 2024
The podcast discusses the tech stock landscape post Meta's dividend, international market allocations, retail banks challenges, and investment management complexities. It explores concerns about a potential tech bubble, the outperformance of US markets, rising interest rates impacting retail banks, and the growth of model portfolios among advisors. Diversification, small cap investments, and asset allocation strategies are also highlighted.
Ask episode
Chapters
Transcript
Episode notes