Stock Picking Will Beat Passive Again in 2021, Strategist Grisanti Says

The video discusses the merits of active stock picking versus index investing, especially in the context of expected high GDP growth. It highlights the success of stock picking in the previous year and suggests it may continue to be favorable. The discussion also covers Apple's market position, noting its economic sensitivity and competition, and suggests considering other tech companies with asset-light models.

What does the speaker suggest about the future of GDP growth?

What is the speaker's opinion on active stock picking in the current economic environment?

What is the speaker's perspective on Tim Cook's earnings?

What are the implications of selling iPhones according to the speaker?

How does the speaker view Apple's current market position and competition?