The Break Up of the Tech Platforms is Here
Listen now
Description
For long-only investors, exit the platform tech names that now account for about one-fifth of the S&P500’s market cap.
For long-short investors, time to think about which pairs make sense in the new world that is coming with the Trump loss. I’ll put a few ideas together and roll them out when I’ve conviction in them.
The next bull market will not be about GOOG, FB, AAPL, AMZN. www.macroesg.com #macroesg @gregbeier
---
Send in a voice message: https://anchor.fm/macro-esg/message
More Episodes
I had a chance conversation with a Ukrainian scientist today, with whom I shared my reasoning as to why the Ukrainian war is being fought and how it can be resolved. My views are unconventional and quite contrary to the prevailing winds, but as she liked them so much, and as they may be helpful...
Published 03/19/22
Published 03/19/22
The Australian government initiated a strict two-week lockdown in Sydney this week and its news service laid bare the significant risks of the Delta Variant, implying a much higher risk than is being made clear by governments in Western Europe or the US. We believe the Australian report to be...
Published 06/30/21
Links
Twitter
Facebook
Instagram
Patreon
Genres
Artwork or description wrong?
Request an update »
Updates may take a few minutes.
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
See hourly chart positions and more than 30 days of history.
Get Chartable Analytics »
See hourly chart positions and more than 30 days of history.
