What do Apple's Woes Mean for Risk Assets?

The video discusses the tech sector's significant role in financial markets, highlighting its higher weighting compared to other indices. It addresses concerns about global growth slowdown, particularly its potential impact on Europe. The video also examines current market conditions, noting the persistence of the long dollar trade. Finally, it explores the decline in innovation and its effect on demand, with efforts to maintain momentum through upgrades and new handsets.

In what ways might fears of attacks impact global growth?

How does the current financial market condition affect the tech sector?

Discuss the implications of the long dollar trade on the tech sector.

What factors are contributing to the slowdown in demand for the next generation of technology?

What has been Tim's approach to maintaining demand in the tech sector?