By Daniel Shvartsman
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As the coronavirus bear market continues to roil investors, it felt like an opportune time for Akram's Razor and I to check in on the tech sector and the climate in general. In a call recorded as the market blew out on Monday afternoon, March 16th, we talk about what effect it's had on the tech sector in general. Is the bubble over? Will the Nasdaq be a safe haven and a future outperformer? We discuss the impact already felt in the market and where things might go.
- 3:00 minute mark - The seismic shift
- 6:00 - Change in valuation approach
- 12:00 - Can the Nasdaq continue to outperform
- 19:00 - Risk assessment
- 25:00 - Owning market performance and the loss of margin of safety
- 34:00 - How to assess going forward
- 39:00 - Potential sectors to invest in
- 48:00 - Are we at a divergence?
- 56:00 - Does a safe haven now sacrifice future growth?
- 1:03:00 - The flattening of volatility and the natural reaction
- 1:09:00 - The longer-term impact
- 1:12:00 - Close the market?
See also JJN: Ripe For A Rebound In The Coming Months on seekingalpha.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
2020-03-23 10:30:00Z
https://www.nasdaq.com/articles/tech-and-its-new-safe-haven-status-podcast-2020-03-23
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