Seeking Persistent Growth in Technology Investing with Deepwater’s Gene Munster and Doug Clinton
Excess Returns
00:00
The Four Horsemen of Technology Investing
Tech investing has become more of a retail presence around investing in tech and because of that I think you have some good some pretty wild moves in some of these stocks. It used to be thought of as tech as something that was in the higher risk category and now tech is viewed more like a consumer staples company. There's a notable change going on into the streets investment thesis around Apple. 15 years ago there's no chance you sleep well at night knowing you own a tech company.
Transcript
Play full episode
