2 min read

(Ep. 20) With Rates Rattling the Market, will the High Flying Technology stocks hold up?

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In this week's episode, we chat about how rates rising have rattled the market a little bit.  We discuss the mechanics of why this happens and tie it to the big picture of inflation expectations. We wonder which sectors would benefit from more inflation and what will happen to the high-flying tech stocks. There has been a divergence even within technology stocks, and some may be more vulnerable than others.

We also talk about the expectation gap that exists with individuals expecting large returns on their portfolio and list capital preservation as a top priority. We discuss the importance of having a plan and knowing what you actually need in terms of return to make your plan work. You do not always need excess returns to make your vision a reality!

 

Other Topics:

  • Digital Advertising growth
  • Cathie Wood
  • Bubbles
  • Getting started with stocks or funds

 

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