Party Like It’s 1999: Is Tech in a Bubble? — Live with Jeff Meyers

Published on
February 17th, 2021
Duration
61 minutes

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Party Like It’s 1999: Is Tech in a Bubble? — Live with Jeff Meyers

Live ·
Featuring Jeff Meyers and Max Wiethe

Published on: February 17th, 2021 • Duration: 61 minutes

Jeff Meyers, founder and CIO of Cobia Capital, has been investing in the technology sector for decades, and although his portfolio is benefiting from the froth in tech and rotation to small-caps, he is starting to become uneasy— feelings that last surfaced during the dotcom bubble are now returning. In this interview with Real Vision editor Max Wiethe, Meyers explains why even he is wrestling with the bubble question. Meyers outlines how he is adjusting his portfolio and strategy accordingly and, as a long-short manager, how he is adjusting his shorts post-GameStop. He also updates some of his long picks from 2020 like $APPS, $AIRG, $BCOV, and presents another new idea.

Comments

Transcript

  • JS
    John S.
    18 February 2021 @ 21:29
    Which is the name of the stock? Aps?
    • JS
      John S.
      18 February 2021 @ 21:30
      Oh I read on description APPS
    • MW
      Max W. | Real Vision
      18 February 2021 @ 21:34
      The main stocks mentioned were $APPS, $AIRG, $BCOV, $LUNA, $SILC, $ZUO. There were a few others mentioned as competitors or comparisons whose tickets I don’t know.
    • JS
      John S.
      19 February 2021 @ 07:20
      Max thanks - sincerely thank you for taking the time to answer. Have a good weekend.
  • ND
    Nivtej D.
    18 February 2021 @ 21:53
    Thanks for my question again! Cheers Max!