Spotlight's Sissel Sees Volatile Markets Through Year End

The video discusses the impact of earnings on market valuations, highlighting the strength of the semiconductor sector and the role of stimulus in market dynamics. It explores opportunities in the tech sector, emphasizing the potential for positive surprises in earnings. The speaker also shares strategies for hedging risk using alternative investments, particularly focusing on market-neutral funds.

What percentage of S&P 500 companies surprised on the upside in the second quarter?

• 84%

• 74%

• 94%

• 64%

What has traditionally been the focus of risk-on and risk-off trades?

• Fixed income and equities

• Gold and silver

• Commodities and currencies

• Real estate and bonds

Which company is mentioned as having attractive growth and valuation in the technology sector?

• Microsoft

• Amazon

• Cisco

• Intel

How are current technology companies different from those in the 1999-2000 tech bubble?

• They have no earnings

• They have strong earnings

• They are undervalued

• They are overvalued

What is the ticker symbol of the ETF used for hedging in the discussed portfolio?

• BTL

• AGF

• SPY

• QQQ