U.S. Economy, Equity Market the Place to Be: Caron

The video discusses the US economy's positive outlook and its impact on the equity market. It highlights concerns about the tech sector's earnings growth due to overseas exposure and declining GDP contribution. The conversation shifts to potential tech company splits and mergers, with a focus on Yahoo and AOL. Finally, the video explores opportunities in the healthcare sector, driven by favorable demographics and regulatory changes.

What is the portfolio manager's view on the US economy compared to Europe?

Why does the portfolio manager believe the Fed needs to tighten?

What concerns does the portfolio manager have regarding technology investments?

How does the portfolio manager describe the current earnings growth in tech?

What is the portfolio manager's opinion on the relationship between capital investment and tech?

What does the portfolio manager think about the trend of splitting up big tech companies?

What sectors does the portfolio manager suggest looking into for better performance?