The Razor’s Edge
The Razor’s Edge
Shortman Studios
The Razor's Edge #11: Tech As A Safe Haven, But For How Long?
1 hour 17 minutes Posted Mar 23, 2020 at 9:00 am.
minute mark The seismic shift
Change in valuation approach
Can the Nasdaq continue to outperform
Risk assessment
Owning market performance and the loss of margin of safety
How ot assess going forward
Potential sectors to invest in
Are we at a divergence?
Does a safe haven now sacrifice future growth?
The flattening of volatility and the natural reaction
The longer-term impact
Close the market?
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Show notes
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