Tech Valuations Not Absurd, Bears 'Just Bitter': BMO's Belski

The transcript discusses the valuation of tech companies, highlighting their stable earnings and increased dividend payments compared to 20 years ago. It addresses market volatility, noting September as historically volatile, and suggests that quality portfolios can mitigate this. The discussion emphasizes the importance of high-quality growth and dividend growth in portfolios, especially during volatile markets and the early stages of a bull market.

Discuss the importance of quality in portfolio management during volatile markets.

What types of growth should investors consider owning in their portfolios?