Spotlight Asset Group CIO on Stimulus, U.S.-China Tensions, Tech Sector

The video discusses the impact of government support on the US economy and markets, highlighting concerns about moral hazard. It examines US-China trade tensions and their potential market risks, especially with the upcoming election. The discussion shifts to market assumptions about virus control and the growth of the technology sector, emphasizing the long-term impact of remote work on technology stocks and market trends.

In what ways has the pandemic influenced the technology sector's performance in the market?

What are the long-term implications of the shift to remote work on technology stocks?