Okay, Computer 11/15/22: Bear Market Rallies are a B*tch with Tech Investor Dan Benton
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Show Notes
Dan speaks with legendary tech investor & analyst Dan Benton about tech valuations (1:00), interest rates (16:30), FOMO investing (21:00), earnings models (28:30), semis as an early indicator (33:00), and Elon Musk/Tesla/Twitter (38:00).
Check out Dan Benton’s 20 rules for tech investing from the 90s
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View our show notes and transcript here
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