David Lin | The Best And Worst Stocks In 'Slowing' Economy | Chris Retzler @TheDavidLinReport | Uploaded June 2024 | Updated October 2024, 15 hours ago.
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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
Listen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-report
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
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
Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
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
Listen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW NEEDHAM FUNDS:
Website: needhamfunds.com
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): twitter.com/davidlin_TV
TikTok (@davidlin_TV): tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): instagram.com/davidlin_tv
For business inquiries, reach me at david@thedavidlinreport.com
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
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