
Real Vision: Finance & Investing Are the Tech Giants Teetering? With Jeremy Schwartz
Sep 8, 2023
Jeremy Schwartz, global CIO at WisdomTree Asset Management, discusses the recent price action in mega cap tech, China-U.S. relations after China's ban on the iPhone, factors influencing September's interest rate decision, concerns surrounding tech stocks like Nvidia, rotation into other areas if tech leadership is lost, concentration of power in tech giants, unforeseen changes affecting the economy, and the outlook for the banking sector.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Valuation and Performance of Tech Stocks
02:24 • 8min
Exploring Rotation into Other Areas and the Role of Energy in Portfolios
10:49 • 1min
Concentration of Power in Tech Giants and Impact on Global Growth
12:13 • 11min
Unforeseen Changes and Factors Affecting the Economy
23:35 • 2min
Fed Rates and Banking Outlook
25:37 • 6min
