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Listen "The Razor's Edge #11: Tech As A Safe Haven, But For How Long?"
Episode Synopsis
As the coronavirus bear market continues to roil investors, we talk about what effect its had on the tech sector in general. Is the bubble over? Will the Nasdaq be a safe haven and a future outperformer? We discuss the impact already felt in the market and where things might go.
Topics Covered
3:00 minute mark - The seismic shift
6:00 - Change in valuation approach
12:00 - Can the Nasdaq continue to outperform
19:00 - Risk assessment
25:00 - Owning market performance and the loss of margin of safety
34:00 - How ot assess going forward
39:00 - Potential sectors to invest in
48:00 - Are we at a divergence?
56:00 - Does a safe haven now sacrifice future growth?
1:03:00 - The flattening of volatility and the natural reaction
1:09:00 - The longer-term impact
1:12:00 - Close the market?
Topics Covered
3:00 minute mark - The seismic shift
6:00 - Change in valuation approach
12:00 - Can the Nasdaq continue to outperform
19:00 - Risk assessment
25:00 - Owning market performance and the loss of margin of safety
34:00 - How ot assess going forward
39:00 - Potential sectors to invest in
48:00 - Are we at a divergence?
56:00 - Does a safe haven now sacrifice future growth?
1:03:00 - The flattening of volatility and the natural reaction
1:09:00 - The longer-term impact
1:12:00 - Close the market?
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The AI Rally: Sorting out Heft from Hype
05/06/2023
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