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.