Looking for Opportunities in Small-, Mid-Cap Tech: First Franklin

The video discusses investment opportunities in the housing and tech sectors. It highlights the potential of the housing market due to a significant drop in mortgage rates and suggests that the sell-off in 2018 was overdone. The tech sector is analyzed with a focus on NASDAQ's performance and the overcrowding of large-cap tech stocks. The video also explores small cap investments, noting recent fund inflows and the impact of trade wars.

What factors contributed to the sell-off in the housing market in 2018 according to the text?

How have mortgage rates changed recently, and what impact is expected on buyers in the housing market?

What is the speaker's perspective on the Fang trade and its implications for the market?

What is the current sentiment towards small and midcap tech investments as mentioned in the text?

What recent trends in fund flow into small cap indexes were highlighted in the discussion?