Spotlight Asset Group CIO on Markets & Strategy

The video discusses current market trends, focusing on the rally of mega tech stocks and the impact of the Delta variant on economic data. It highlights the vulnerability of markets in September and October, with a significant correction in many stocks. The discussion also covers the challenges faced by small businesses due to potential tax plans and vaccine mandates, emphasizing the need for caution in economic policies.

What factors are currently weighing on investor psyche according to the text?

Discuss the implications of the recent economic data on technology valuations.

How has the Delta variant impacted the economic recovery and market expectations?

What concerns are raised regarding the performance of the equity market in September and October?

What challenges do small businesses face in relation to vaccine mandates and potential tax burdens?