Envestnet's D'Auria on the US Markets

The video discusses investment strategies during economic downturns, emphasizing the importance of quality measures and defensive stocks. It critiques the perception of tech stocks as safe havens, noting their valuation challenges. The discussion highlights the divergence between tech and value stocks, with a focus on market trends and the NASDAQ's performance. The speaker advises a diversified investment approach, acknowledging the pressures on financials and the role of government intervention in market stability.

What are some quality measures that investors should look for in companies during a recession?

How do defensive stocks perform during economic downturns according to the text?

What is the speaker's perspective on the current valuation of tech stocks?

What role does the speaker believe tech will play in the overall market cap in the future?

What challenges does the speaker identify regarding the future of tech valuations?