JMP's Lehmann: Wild Stock Swings Coming This Week

The video discusses the current state of the stock market, focusing on tech sector trends, earnings, and divergences among major companies. It highlights the impact of hiring freezes and economic shifts on tech firms, while identifying resilient companies like Apple and SAP. The discussion also covers market valuations, investment strategies, and the potential for a better economic outlook in 2023.

What are the potential outcomes for tech companies in a recessionary environment?

What does the speaker suggest about the future of venture capital funding?

How have valuations in the tech market changed from late 2021 to now?