The Razor’s Edge #11: Tech As A Safe Haven, But For How Long?

As the coronavirus bear market continues to roil investors, we talk about what effect its 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. Topics Covered 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 ot 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?