Name: Marta Norton on the U.S. vs China’s Tech Sector
Uploaded: 2025-09-22T20:37:06.629-05:00
Duration: 9 min 3 s

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Marta Norton calls the tone out of the Fed “less dovish” than people expected. She discusses geopolitics as a source for tech stock volatility, contrasting the U.S. and China and their approaches to the tech sector. She also covers valuations in the tech sector and thinks investors should “shave off their expectations” a bit for the future after a strong run. For rebalancing, Marta likes the healthcare sector.

Marta Norton on the U.S. vs China’s Tech Sector

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