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Disruption as an asset class

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.

Listen here:


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