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