Halftime Report cover image

Positioning Ahead of the Fed Rate Hike 9/21/22

Halftime Report

00:00

Do You Think Technology Is Getting More Steam Behind It?

I don't think it's an incentive to step into some of the extreme valuation technology. A lot of the semi conductors, alot of the software names a that traded with that jut ridiculous valuation over the last several years and didn't have the profitability. So no, i wouldn't be there. I do have positions. Scott ive recently increased my position in aple. It's now my largest holding.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app