The Razor's Edge #11: Tech As A Safe Haven, But For How Long?
The Razor’s Edge - Podcast autorstwa Shortman Studios
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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?
