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Chris Retzler, Portfolio Manager at Needham Asset Management, discusses the best sectors to be positioned in right now, despite the economy showing signs of slowing down.
*This video was recorded on June 26, 2024
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0:00) - Intro
0:50) - S&P 500 outlook
2:10) - Economy slowing
3:46) - Tech sector outlook
6:00) - Inflation, Fed policy
10:23) - Laggards of stock markets
11:30) - Defense sector
14:30) - Cybersecurity
16:41) - Small vs. large cap stocks
22:30) - NVIDIA
26:40) - Tech sector valuations
28:00) - AI investment themes
#economy) #investing) #stocks)
