
About this episode
Tech stocks in the “Magnificent Seven” are continuing to drive S&P valuations higher. But are investors starting to consider small and mid-cap tech stocks as well in 2024? Sung Cho, co-head of Tech Investing for Fundamental Equity in Goldman Sachs Asset Management, discusses what he believes to see in tech this year.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Get every episode summarized
Each time The Markets publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Markets

Why Gold Is Expected to Rise to Record Highs
The Markets
Sep 4, 202611:44failed

What Is the Outlook for Diesel and Gasoline Supplies?
The Markets
Aug 28, 20268:18pending

Why US Equity Returns Are Broadening Beyond AI Stocks
The Markets
Aug 21, 202612:33pending

How Inflation and Fiscal Policy Are Driving US Treasury Markets
The Markets
Aug 14, 202611:49pending