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13min chapter
Is It Time to Back Away from Big Tech?
Gaining Perspective
Tech Sector Analysis and Market Performance
This chapter covers a detailed analysis of the tech sector, comparing it to non-tech sectors in terms of earnings multiples and historical context. The conversation also delves into concerns around a potential tech bubble, the early stage of tech advancements, and Meta's announcement of its first quarterly dividend. Additionally, the chapter discusses market performance, focusing on the outperformance of US markets over non-US markets in the last decade and the potential for change in this trend.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode