Marketplace Roundtable #76: Tech's Enduring Strength
from Marketplace Roundtable Hosted by Seeking Alpha
We speak with Chaim Siegel of Elazar Advisors, LLC, author of Nail Tech Earnings, about how to watch the market's pricing mechanism, as well as the stand-out subsector of video games (1:15 minute mark-22:00); Andres Cardenal, CFA, author of The Data-Driven Investor about how tech deserves its premium and the antifragility of Docusign and Twilio (22:30-49:30); and Michael Wiggins de Oliveira, author of Deep Value Returns, about why he likes Disney and Discovery in the streaming video segment (49:40-1:26:00).
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