E9: Tech stock sell off - should we be worried?
In the ninth episode of Insider Investing, we look into what's happening in the equity market. There's a massive sell-off in growth and innovation economy stocks, and some of the most celebrated funds have lost a significant amount of value.
Our Co-founder Sandeep Jethwani & Vaibhav Porwal sit down to discuss why this is happening, and what investors should do in this environment of turmoil. We look into past events in history to understand how narrative driven behaviour of the crowds have taken us into a bubble territory time and again.
Tune in to learn why most thematic opportunities become attractive at the peak of performance cycle, and how investors are better off focusing on the business fundamentals for long term wealth creation and many other interesting insights.