Goldman's Kostin Sees U.S. Growth Decelerating, Likes Big Tech

The video discusses the deceleration of the US economy and its implications for equity markets, highlighting the benefits for companies with long-term growth prospects. It explores the concept of duration in equity markets, focusing on technology stocks. The video compares defensive and cyclical stocks in the context of economic recovery and examines the challenges small caps face with margin pressures. It also addresses the growth scare and potential economic risks, including interest rates and taxes. Finally, it discusses corporate cash strategies and investment amid regulatory concerns.

What is the significance of the 'reopening index' mentioned in the text?

How might higher corporate and capital gains taxes affect market valuations?

In what ways might companies utilize their cash reserves in the current economic climate?