What's Next for Tech?

Cameron Dawson discusses the current state of the tech sector, highlighting its high valuation and potential for a price correction. Despite economic uncertainties, tech remains resilient with strong earnings. The discussion covers tech's performance in recession scenarios, the impact of a potential soft landing, and the importance of valuation discipline. The conversation also touches on treasury positioning and yield trends, providing insights into market dynamics and investment strategies.

What factors contribute to the current valuation of the tech sector?

How does the current economic environment affect the earnings estimates for tech companies?

How does Cameron Dawson view the potential for tech stocks in a recession?

What does Cameron Dawson suggest about the importance of valuation in tech investments?

Discuss the implications of a soft landing for the tech sector according to the text.

What are the potential outcomes if the Fed achieves a soft landing?

What indicators suggest that we are not currently in a recession?