Max Osbon, head of Osbon Capital Management, shares his expertise on tech investments and managing risk in volatile markets. He discusses how to navigate pullbacks, focusing on giants like Nvidia, while emphasizing the buoyancy of market liquidity despite a reduced M2 money supply. The conversation dives into the challenges VC-backed firms face and the speculative landscape of SPACs and micro-cap innovations, with real-life examples like Butterfly Network. Osbon highlights the necessity of thorough analysis to find opportunities even in uncertain times.