Signs indicate that the recent sell-off in tech stocks was a technical correction rather than a fundamental shift, though it remains uncertain whether the sector can resume its previous meteoric growth path. Meanwhile, the broader economy was buffeted by mixed signals as US unemployment ticked up and the Senate failed to pass a stimulus bill. In this week’s podcast, head of investment strategy Marco Willner explains why we took this opportunity to overweight equities, what a Democratic victory in the US elections could mean for the tech sector, and what it would take for markets to move higher from here. He also explores how investors can benefit from keeping a cool head and staying adaptable in these exceptional times.