How Beth Kindengan Is Feeling About the Tech Sector Right Now

Beth Kindengan, who was on three ideas at the beginning of the year, made a really, really bullish call on technology specifically in video. She ended up being our top performer for that show because we track their performance. This is what she had to say broadly about the tech sector right now very much in line with what you were just talking about. Ultimately, we feel very strongly that tech does not operate in an insulated fashion and it can get hammered harder than others during any kind of macro weakness or weak macro narrative.