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TIP465: Value Investing in the Digital Age w/ Adam Seessel
We Study Billionaires - The Investor’s Podcast Network
The Rise of Tech Companies Over the Last Decade
The rise of tech over the last decade was highly correlated, or caused by just the amount of cheap credit that we had available to us? I think the answer to that is pretty obviously no. The reason tech companies have appreciated so much trade as zero to do with interest rates, aszero to do with macro economic factors. It has to do with harnessing technological change and then making an incredible consumer product that people love and trust and will never leave.
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