

Building A Defensive Tech Portfolio With Beth Kindig (Tech Insider Network)
Mar 16, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
How to Build a Defensible Tech Portfolio in 2022
02:09 • 3min
The Leaders of 2022 Look Totally Different?
04:46 • 2min
Cloud Stocks
06:57 • 1min
What's to Watch in 2023?
08:27 • 2min
Nvidia Stocks
10:13 • 3min
What to Look for in Tech Stocks in 2023
13:24 • 2min
Cloud Is the Worst Area in Tech Right Now
15:51 • 2min
We Got Out of All of Our Cloud
17:32 • 5min
We're Using a Top Down Macro Approach to Manage Our Portfolio
22:02 • 4min
Investing in Tech
25:35 • 2min
How to Actively Manage Nvidia
27:31 • 5min
We're in the Top 10% of All Tech Portfolios
32:07 • 5min
The Biggest Antitrust Litigation Since Microsoft
36:51 • 1min