

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.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Tech Sector Analysis and Market Performance
01:36 • 13min
Navigating the Changing Interest Rate Environment
15:01 • 5min
Exploring the Growth and Adaptability of Model Portfolios Among Advisors
20:18 • 2min
Exploring Investment Opportunities Beyond Mega Cap Growth
22:32 • 2min