Okay, Computer: Apple’s Got Vision & Meta Wears Bifocals with Deirdre Bosa
RiskReversal Pod
00:00
The Rise and Fall of the Tech Bubble
Last year, everyone was talking about is tech not going to lead the market anymore? We've seen these changing of industries leading the markets forward. But it feels like it's still tech, but just a bigger group of tech, not big, seven to 10 names. The valuations have gotten a lot richer. And so if that recession comes, when some of these really exciting technologies become commoditized, what are investors willing to pay for it? Right now they don't care.
Play episode from 05:58
Transcript
