
Building A Defensive Tech Portfolio With Beth Kindig (Tech Insider Network)
Investing Experts
Investing in Tech
The hedge that we use is not appropriate for someone who says 25% tech. And then when you go into high inflation and low growth that's when tech gets obliterated. Since February portfolio has been basically flat to up. We're using this automated signal. Really, as I would say a backstop to two things one human emotion, and to if my macro analysis is wrong.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.