Tech Is Printing More Money Than The Fed
Update: 2025-08-17
Description
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
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
1.0x
