Point Of No Return & A Conversation With Tom Lee
RiskReversal Pod
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Stock Pickers Bottom Up Market
I think this has become a stock pickers market. The one company just made about re-liquifying the system. I see it as kind of a burn back through the atmosphere for a lot of companies that don't understand this, that haven't had to survive. So you never buy tech on valuations. You really have to buy them when you actually think that there's a growth of the addressable market. Tech's use case is exponentially growing right now,. There's a shortage of labor globally and everyone thinks the solution to fixing the labor problem is cause a recession. It doesn't solve anything.
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