Seeking Persistent Growth in Technology Investing with Deepwater’s Gene Munster and Doug Clinton
Excess Returns
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The Importance of Inflation in Tech Investments
I think rates rates matter for all asset prices and I think that this argument that somehow tech is incrementally more exposed is it's both true but also perhaps overstated in the sense that some of these investments are going to end up being bad investments. If we're able to find those right companies those persistent growth companies it gives us sort of an incremental margin of safety as a growth focused investor. The next part of the podcast is the one I was most excited to do because as a value investor I tend to be like looking at steel companies and stuff all day and which can be pretty boring. We talk about five main areas of tech in terms of where you think growth is going to come from
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