Investing Experts

Building A Defensive Tech Portfolio With Beth Kindig (Tech Insider Network)

Mar 16, 2023

38:14

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How to Build a Defensible Tech Portfolio in 2022

02:37

What to Look for in Tech Stocks in 2023

02:27

The Leaders of 2022 Look Totally Different?

02:11

Introduction

2min

How to Build a Defensible Tech Portfolio in 2022

3min

The Leaders of 2022 Look Totally Different?

2min

Cloud Stocks

1min

What's to Watch in 2023?

2min

Nvidia Stocks

3min

What to Look for in Tech Stocks in 2023

2min

Cloud Is the Worst Area in Tech Right Now

2min

We Got Out of All of Our Cloud

5min

10.

We're Using a Top Down Macro Approach to Manage Our Portfolio

4min

11.

Investing in Tech

2min

12.

How to Actively Manage Nvidia

5min

13.

We're in the Top 10% of All Tech Portfolios

5min

14.

The Biggest Antitrust Litigation Since Microsoft

1min

Beth Kindig and Knox Ridley, from Tech Insider Network, discuss creating a defensive tech portfolio and the hedging strategy of the I/O Fund.

This special episode is an excerpt from the full webinar that was recorded on March 14th, 2022. You can access the full webinar replay here

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(0:00) Intro
(0:34) Beth Speaks on Building A Defensive Tech Portfolio
(21:25) Knox Speaks on the I/O Fund hedging Strategy
(37:42)Outro & Disclosures
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