Goldman's Koch Sees Tech Facing 'Cyclical Carnage'

Katie Koch, CIO of public markets equity at Goldman Sachs, says private markets discounting bad news on technology is "still a couple of quarters away," as she sees "exceptional" long-term opportunity in the sector. She speaks with Francine Lacqua at the World Economic Forum's annual meeting on "Bloomberg Surveillance Early Edition."

[johnmerlino]

When Obama took office in 2009, the Dow was 8700 and S&P 1000 with much less national debt. Now talk to me about valuations.

[KT-zxjr]

Where were the analyst calls in Dec 2021 about the tech sell off? After the fact is not helpful....

[LivingWithGout]

Lol it’s what happen when you don’t sell essential products, or real earnings.

[smsfelipe]

Lol that's a lot of garbage from Katie, probably talking up their books.

[phatphoton]

company and the bank need cash very bad .they just sell their stock.they dont want pay higher interest later

[truepersona]

The good times of cheap Fed money through QE are over. Before buying any stock that may survive make sure the Price to Earning PE is less than FOUR !?! The 99% of S&P500 are living on borrowed time and money with very high or no PE even after the Fed induced crash !
Plus the Fed can't save the USA stock exchange because it's an INFLATIONARY BLACK HOLE created by fiat $ currency and needs to be corrected only by hiking interest rates to double digits.

[phatphoton]

you guy shall sell all the stock keep cash is the king rightnow.dont be fool by the market