The investment thesis of china is phenomenal, but the political risk is quite high. One of the positions we're holding right now is showing strong signs that it's bottomed and looking to go back up. If it starts showing strength, it ma may look maybe the capitulation trade, like just everybody has just given up on a trita. And then we'll see what happens.
Beth Kindig and Knox Ridley from the I/O Fund came on to discuss with Jason their top growth stocks, market indicators, how to manage risk in an all tech portfolio, potential big tech spin outs, Roku's incredible expansion and more!