Today’s Talk Your Book is presented by Harbor Capital:
We talked with Harbor Capital’s Christoph Gleich and Spencer Lerner about investing in innovative companies.
We discuss:
- Managing risk while investing in hypergrowth companies.
- The pros and cons of the pandemic’s impact on tech firms.
- What kind of growth do tech stocks need to grow in their valuations?
- How Much Does the Macro Environment Affect Tech Stocks?
- How to classify the different groups of tech stocks
- Are rising rates or rising inflation a big problem for tech stocks?
- How disruption became its own asset class.
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