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What’s really driving the economy—and how should investors think about it? In this podcast, John & Sam exchange perspectives on current events that are impacting our economy and influencing investment strategies. Trading Perspectives is hosted by Oakworth Capital Bank's Chief Investment Officer, John Norris along with Sam Clement, Associate Managing Director.  

 

*Oakworth Asset Management is a registered investment advisor. All advisory services, including investment management and financial planning, are offered through Oakworth Asset Management, LLC, which is owned by Oakworth Capital Bank, member FDIC, Equal Housing Lender. Investment products and services offered via Oakworth Asset Management, LLC are independent of the products and services offered by Oakworth Capital Bank and are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. The information, opinions, comments, statements, views or recommendations expressed should not be considered professional, tax or legal advice; or as an offer to buy or sell or to make or consider any investment or course of action. https://www.oakworth.com/ tradingperspectives@oakworth.com📄 Disclosures: oakworth.com/policy-center Member FDIC. Equal Housing Lender. Investments may lose value and are not bank guarantee.

Oct 31, 2025

It is no secret technology stocks have been a driving force in domestic stocks. However, their continued rally has led to the overall sector becoming a huge chunk of the market, and therefore the market’s return.

  • How has the happened?
  • Is the concentration to tech stocks truly indicative of the overall diversification of the US economy?
  • Has this sort of lack of diversification ever happened previously?
  • What might this mean for the future of the domestic stock market?

In this week’s Trading Perspectives, Sam Clement and John Norris discuss how so-called tech stocks have become the dominant force behind the US markets. It has been a wild, and mostly fun, ride. But will it continue?