Wells Fargo's Harvey: Watching for Pain in Cyclical Earnings

The video discusses the impact of cyclical earnings on the economy, highlighting the potential pain points in old economy stocks. It examines the banking sector's role, noting that credit concerns are mitigated by a robust job market. The discussion shifts to the tech sector, questioning its cyclical nature and debating market leadership. Finally, it emphasizes investment strategies focusing on mid-cap growth and fundamental analysis.

What factors are influencing the leadership in the market according to the conversation?

What investment strategy is suggested for mid-cap growth stocks?