Current Broad Market Risks for Tech Investors

Because we believe that we are approaching another inflection point in the markets, we thought that we’d open up this week’s webinar to our Essentials readers. In this clip, the I/O Fund portfolio manager, Knox Ridley, goes into great detail around why the current macro backdrop is riskier than most investors believe. He discusses the current trends in inflation, liquidity and what we need to see in order to start aggressively betting on a new bull market playing out. Below are the time stamps, as well as the clip.

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