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Episode 41: Where to next? SPACs, rising interest rates and tech stocks
Manage episode 316836611 series 3126091
Michael Frazis gives an update on SPACs, rising interest rates, tech valuations and what might happen next.
Timestamps
1:35 - Quick review of 2021
2:30 - Thoughts on Cathie Wood and ARK
3:59 - Expansions and contractions in software multiples
7:40 - Snowflake
8:47 - SPACs: why we like them and why they're dangerous (hint: the same reason)
12:02 - Why we hope SPACs encourage leading tech firms to list sooner
14:21 - Dodgy forecasts
16:51 - Why we rule out most SPACs in the fund
18:00 - Navigating rising interest rates
22:33 - The recent sell-off
24:32 - How we look at market rotations
26:46 - Coupang IPO
89 episódios
Manage episode 316836611 series 3126091
Michael Frazis gives an update on SPACs, rising interest rates, tech valuations and what might happen next.
Timestamps
1:35 - Quick review of 2021
2:30 - Thoughts on Cathie Wood and ARK
3:59 - Expansions and contractions in software multiples
7:40 - Snowflake
8:47 - SPACs: why we like them and why they're dangerous (hint: the same reason)
12:02 - Why we hope SPACs encourage leading tech firms to list sooner
14:21 - Dodgy forecasts
16:51 - Why we rule out most SPACs in the fund
18:00 - Navigating rising interest rates
22:33 - The recent sell-off
24:32 - How we look at market rotations
26:46 - Coupang IPO
89 episódios
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