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Chris Retzler, Portfolio Manager at Needham Asset Management, discusses the best sectors to be positioned in right now, despite the economy showing signs of slowing down.

*This video was recorded on June 26, 2024

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0:00 Intro
0:50 S&P 500 outlook
2:10 Economy slowing
3:46 Tech sector outlook
6:00 Inflation, Fed policy
10:23 Laggards of stock markets
11:30 Defense sector
14:30 Cybersecurity
16:41 Small vs. large cap stocks
22:30 NVIDIA
26:40 Tech sector valuations
28:00 AI investment themes

#economy #investing #stocks