Is Tech's Time Up?

The video discusses market expectations, mean reversion, and the performance of big tech stocks. It explores investment opportunities, market trends, and the role of small caps in market leadership. The discussion also covers tech's influence on the European market, the impact of interest rates on market valuation, and the potential for a soft landing in the economy.

What role does the Chinese economic recovery play in global market dynamics?

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How do interest rates influence the performance of growth and tech stocks?

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What are the potential outcomes if inflation begins to reaccelerate?

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