Earnings Stay Strong Minus Tech Hype, Says Goldman's Mossavar-Rahmani

The video discusses the influence of technology on the market, highlighting that tech stocks like FANG are not the sole drivers of market strength. It emphasizes the broad-based earnings across sectors, debunking myths about tech dependency. The discussion extends to economic growth, low recession odds, and strong GDP numbers, projecting a positive market outlook. Earnings expectations remain high, with diverse sector contributions, particularly from healthcare and industrials.

What does the speaker suggest about the strength of earnings across different sectors?

What is the speaker's outlook on the possibility of a recession in the near future?