BMT Chief Investment Officer Jeff Mills cuts through the noise and recent sub-plots in the financial markets to look at Big Tech and what may lie ahead for the Tech sector. In this podcast, Jeff discusses equity valuations, interest rates, inflation, and policy risks related to Tech, a piece of BMT’s overall 2021 Investment Outlook.

Links:

• Big Tech: The Road to Underperformance - www.bmt.com/big-tech-the-road-to-underperformance
• BMT's 2021 Economic and Investment Outlook - www.bmt.com/2021-economic-and-investment-outlook