Global tech – is now the time to buy?
Mar 01, 2022•35 min•Ep. 153
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Episode description
Some of the world’s biggest tech stocks are down more than 50% from their highs, as investors question paying eye-watering multiples in a rising interest rate environment. So is this a time to buy, or stay well away?
Andrew Macken of Montaka Global Investments joins the podcast from the US, to discuss:
- Why profitless growth is a dangerous game in this environment
- How monetary policy affects the tech sector
- Which companies will survive a rout
- Whether the day of reckoning is really here, and
- How investors can play this market.
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