BlackRock senior product strategist Tushar Yadava joins Market Domination Overtime to give insight into Big Tech's market concentration and what investors should consider for their portfolios.
Uh, you're not gonna have that happen and just, you know, as as a sort of footnote to that, a market catalyst that's a big sort of major macro driver of stocks is also gonna be uniform condition for the growth names and for the tech names, just like it hurt them in 2022. The other theme I do wanna get your take on it is you'll hear folks kind of talking about the economic data and we got more today.
At this point in time, if there was some transmission mechanism that we were gonna see an economic impact, we should have seen it by now. I think that informs us for how we wanna look going forward, which is that you know, we see a federal reserve that is on the precipice of having to sort of make maintenance cuts or or or or look at, uh, uh, cutting rates.
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