Sign up for an IRA with iTrust today using this link: https://itrust.capital/David 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 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW NEEDHAM FUNDS: Website: https://www.needhamfunds.com/ FOLLOW DAVID LIN: Twitter (@davidlin_TV): / davidlin_tv TikTok (@davidlin_TV): / davidlin_tv Instagram (@davidlin_TV): / davidlin_tv For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 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