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Podcast: Excess Returns
Episode: Finding Opportunity in the Technology Stock Storm with Robert Cantwell and Lars Cianciolo
Description: After years of very strong performance, technology and growth stocks have had a much more difficult time in the last 18 months. Many of the highest multiple names are now 70%-90% off their highs, and even the FAANG stocks have joined in this year and seen major declines. In this episode, we bring in two experts to help us analyze the situation.Â
We speak with Upholdings' Robert Cantwell and Lars Cianciolo about how we got here with technology stocks, where we are today, and what the opportunity for the future looks like. We compare the current situation to th...