SGMC Capital Remains Bullish On Tech

The video discusses the current market correction, highlighting it as a healthy adjustment and potential entry point for investors. It advises caution in the tech sector, suggesting investment in tranches and avoiding overhyped stocks like Tesla. The video also covers central bank policies, particularly the Fed's potential yield curve control, and the impact of US-China tensions on currency dynamics. It predicts medium-term dollar depreciation and discusses the implications of Brexit on the sterling, suggesting short-term pressure on the GBP.

What types of companies does the speaker recommend avoiding during this market phase?

What role do central banks play in the current market conditions as discussed in the text?

According to the text, what assets are likely to appreciate in a global currency war?