You’ll Want to Buy Anything Tech, Says State Street’s Veitmane

The transcript discusses the valuation of tech companies, particularly in the context of IPOs like Snowflake, and the adaptability of high-margin businesses in a remote economy. It explores the changing perceptions of economic growth and recovery, highlighting how low interest rates affect valuation models. The conversation also covers the potential impact of interest rate hikes on equity markets, emphasizing the need to invest in high-duration, high-growth assets in a low-rate environment.

How does the speaker describe the current economic environment for companies that adapt to remote work?

What is the speaker's view on interest rates and their impact on the equity market?