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Building A Defensive Tech Portfolio With Beth Kindig (Tech Insider Network)
Investing Experts
We're Using a Top Down Macro Approach to Manage Our Portfolio
I probably track anywhere between 30 to 40 markets, ranging from every major US market most sectors. Every European market the Japanese market Canadian markets bonds commodities energy futures. And we rotate our portfolio based off some of the metrics that Beth was talking about and we noticed I'm popping up but also based off of kind of a top down macro approach. It's almost like playing 5d chess.
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