As the coronavirus bear market continues to roil investors, we talk about what effect its had on the tech sector in general. Is the bubble over? Will the Nasdaq be a safe haven and a future outperformer? We discuss the impact already felt in the market and where things might go.

Topics Covered

3:00 minute mark - The seismic shift

6:00 - Change in valuation approach

12:00 - Can the Nasdaq continue to outperform

19:00 - Risk assessment

25:00 - Owning market performance and the loss of margin of safety

34:00 - How ot assess going forward

39:00 - Potential sectors to invest in

48:00 - Are we at a divergence?

56:00 - Does a safe haven now sacrifice future growth?

1:03:00 - The flattening of volatility and the natural reaction

1:09:00 - The longer-term impact

1:12:00 - Close the market?