Tech Is the Place to Make Money Now, Estimize CEO Says

The video discusses Feuer's earnings estimates and the current state of the tech market, highlighting a mania driven by liquidity and momentum trading. It examines the potential impact of the coronavirus on tech and cyclical trades, noting that bond yields and demographics play a significant role in market predictions. The discussion also touches on the influence of Reddit on stocks like Virgin Galactic.

What sectors are highlighted in Feuer's earnings estimates as holding up well?

• Consumer staples and telecom

• Real estate and utilities

• Healthcare and finance

• Discretionary and technology

What is a potential consequence of the coronavirus on enterprise tech businesses?

• No impact on revenue growth

• Stable revenue growth

• Decreased revenue growth

• Increased revenue growth

What usually triggers big market rotations according to the discussion?

• Rising bond yields

• Falling commodity prices

• Stable interest rates

• Increasing inflation

Why might bond yields not rise anytime soon, as discussed in the video?

• Owing to a commodity shock

• Because of demographic factors

• Due to high immigration rates

• Because of increasing inflation

What is a key factor driving the current mania in tech stocks?

• High interest rates

• Momentum trades

• Lack of liquidity

• Stable market conditions