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Tech Is Printing More Money Than The Fed

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Manage episode 500815351 series 3633667
Content provided by Michael Kantrowitz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kantrowitz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, we dive into the complexities of the tech sector. The discussion highlights the significant growth and earnings performance of the tech industry, comparing today's landscape to the tech bubble of 2000. The episode also explore the relative performance of small caps and global tech, highlighting the importance of strong fundamentals over sector labels. The conversation touches on portfolio management strategies and the divergent performances of various market sectors, concluding with insights into the challenges and potential of healthcare and industrial stocks.

For full disclosure information visit: http://www.pipersandler.com/researchdisclosures

  continue reading

34 episodes

Artwork
iconShare
 
Manage episode 500815351 series 3633667
Content provided by Michael Kantrowitz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kantrowitz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, we dive into the complexities of the tech sector. The discussion highlights the significant growth and earnings performance of the tech industry, comparing today's landscape to the tech bubble of 2000. The episode also explore the relative performance of small caps and global tech, highlighting the importance of strong fundamentals over sector labels. The conversation touches on portfolio management strategies and the divergent performances of various market sectors, concluding with insights into the challenges and potential of healthcare and industrial stocks.

For full disclosure information visit: http://www.pipersandler.com/researchdisclosures

  continue reading

34 episodes

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