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| Name | Market strategist details tech stocks that are best positioned in 2024 |
| Video Uploader | Video From Yahoo Finance |
| Upload Date | This Video Uploaded At 29-03-2024 18:00:12 |
| Video Discription | Yahoo Finance Live revisits the calls made at the end of last year to see which hold up and which are in need of repositioning. Laffer Tengler Investments CEO & CIO Nancy Tengler and Great Hill Capital Chairman and Managing Member Thomas Hayes join Yahoo Finance to revisit and update last year's calls. Hayes outlines his market strategy amid a surging market: "We've been publicly bullish nonstop for a year and a half, and we've recently become more cautious. We're up 17 out of the last 21 weeks. No 2% pullback in the last 100 trading days. So, in recent weeks, we put on a 2% hedge: 1% put spreads on the S&P, 1% put spreads on the semiconductor index, and 98% long. So if we're right, those have an expected value of 5x each." Tengler addresses risks on her radar: "We started broadening out the portfolio, really to have the improvement in some of the names that we've seen in healthcare, financials, some of the more cyclical names...But my biggest concern is that the Fed seems to be, I guess, walking away from their data dependence, and I'll put quotes around that, that they've had in the past. And it seems they're determined to cut. We've drawn an analogy to the 90s. We think you can have higher inflation, but not materially higher. So that's my worry, that we get a surge in inflation because the Fed is too easy." About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooFinance Instagram: https://www.instagram.com/yahoofinance/?hl=en TikTok: https://www.tiktok.com/@yahoofinance?lang=en Facebook: https://www.facebook.com/yahoofinance/ LinkedIn: https://www.linkedin.com/company/yahoo-finance #techstocks #stockmarket #yahoofinance |
| Category | News & Politics |
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