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7 results for “tech sector performance”
...the tech sector, half a dozen or so above 5,000,000,000, and into the twenties, $4,000,000,000 plus assets.
1:33 / 2:36
from transcript1:33 – 2:36
...up in the tech sector, but the question remains when deal making will return to normative levels and what normative will even look like in the coming year. I think the question is not really if AI is gonna have an impact. Clearly, it's going to. And
0:04 / 1:04
from transcript0:04 – 1:04
“Europe's productivity problem isn't what you think it is”
...the tech sector is so much bigger and so much more successful. If you compare just The US and France, the tech sector alone explains 68% of the entire productivity gap between the two countries. In es
30:55 / 31:23
market insight30:55 – 31:23
...tech has outperformed. But, you know, financials have done very well. I hadn't appreciated how consistently strong the earnings growth of the S and P four ninety three had been over the last three years. I also think this idea of productivity keeping
51:38 / 52:47
from transcript51:38 – 52:47
...And tech generally does the worst. It's the most volatile. Even though it's sometimes a little bit more secular than cyclical, there is a cyclical nature to it. But each sell off has been followed by a major innovation cycle. So after '92, '94 was th
45:41 / 46:45
from transcript45:41 – 46:45
...tech heavy market, it is not just that, is it? Take an extension for this. We spend a lot of time understandably talking about the largest stocks in the market. The top 10 stocks are over 40% of market cap. We should spend a lot of time talking about
9:43 / 10:48
from transcript9:43 – 10:48
Tech stocks are getting hammered, late trading today in response to Trump's admin between 1049% on imported goods with tariffs. Apple shares falling more than 6%. Can you help me understand how we should be looking at this and analyzing this today gi
3:38 / 4:46
from transcript3:38 – 4:46
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