Excess Returns

Seeking Persistent Growth in Technology Investing with Deepwater’s Gene Munster and Doug Clinton

Jun 7, 2023
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1
Introduction
00:00 • 2min
2
The Four Horsemen of Technology Investing
02:04 • 5min
3
The Role of Persistent Growth in Growth Assets
06:51 • 3min
4
How to Find Persistent Growth
09:47 • 5min
5
How Deepwater Thinks About Interest Rates
14:56 • 2min
6
The Importance of Inflation in Tech Investments
16:30 • 4min
7
The Five Layers of AI
20:05 • 6min
8
The Future of Amazon's Fulfillment Center
25:54 • 2min
9
The Barriers to Autonomous Vehicles
28:11 • 5min
10
The Evolution of Fintech in Emerging Markets
33:11 • 4min
11
The Metaverse and the Future of Tech
37:18 • 4min
12
How to Find Conviction and Invest
40:50 • 3min
13
The Cone of Expectations
43:22 • 2min
14
The Four Quadrants of Growth Investing
45:45 • 5min
15
The Importance of Persistence in Growth
50:28 • 2min
16
How to Use Quantitative Input to Identify Companies in These Quadrants
52:28 • 2min
17
How to Be a Successful Investor
54:27 • 2min