Maley: Expect Investors to Rotate Out of Tech Stocks

The video discusses the ongoing debate about tech valuations and their impact on the stock market. It highlights the fear of missing out (FOMO) among professional investors, especially after a challenging year. The discussion covers the performance of tech stocks and the potential for market rotation into other sectors. It also examines the economic context and how it influences stock valuations, with a focus on energy and bank stocks as potential value investments.

In what ways have energy stocks compared to tech stocks in terms of valuation?

What strategies might investors consider when looking for value in the current market?