SocGen Strategist Sees Signs of Potential Tech Bubble

The video discusses the current market conditions, focusing on the high valuation of companies and the influence of macroeconomic scenarios. It explores the potential of a tech bubble, highlighting the high EBIT margins of tech companies compared to the broader market. The discussion also covers regulatory risks, such as digital taxation and antitrust issues, which could impact tech stocks, particularly the Fang stocks. The video emphasizes the importance of understanding these factors in the context of economic scenarios and investor behavior.

What regulatory issues are currently affecting technology stocks?

In what ways could the economic scenario impact the purchasing decisions of investors?