Qontigo's d'Assier on Inflation, Bonds and Tech Stocks

The video discusses the dynamics of tech stocks, highlighting the shift from big to small cap stocks due to valuation concerns. It contrasts growth and value investing strategies, especially in the context of inflation and interest rates. The challenges faced by traditional 60/40 investment portfolios due to changes in the bond market are explored, emphasizing the impact of Fed policies. Finally, the video addresses potential risks in the NASDAQ market, focusing on leverage and the possibility of a market correction.

How have the expectations for big tech companies changed in light of recent market conditions?

What factors are contributing to the current performance of small cap tech stocks compared to large cap stocks?

What implications does the shift in bond market composition have for traditional investment strategies?

What potential risks could lead to a significant decline in the NASDAQ market?

In what ways might the Federal Reserve's actions influence market stability in the coming months?