Does It Get Even Worse for Tech in 2023? — With Stephanie Link

Big Technology Podcast

Alex Kantrowitz

Technology, Religion & Spirituality, Business News, Business, Religion, Science, Philosophy, Society & Culture, Entrepreneurship, Management, Marketing, Politics, News Commentary, Government, Investing, Tech News, Social Sciences, News

4.6 • 395 Ratings

🗓️ 14 December 2022

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

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Summary

Stephanie Link is the chief investment strategist and portfolio manager at Hightower Advisors. She is also a senior CNBC contributor. Link joins Big Technology Podcast to discuss whether a tougher year awaits the tech industry in 2023 as unfavorable market conditions persist. Join us for a conversation about the broader market, how Link evaluates stocks, and a breakdown of some companies she's watching including Meta, Amazon, and Apple. Stay tuned for the second half where we examine the state of deglobalization and its impact on the economy. If you like Big Technology Podcast, please rate it five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Transcript

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0:00.0	From LinkedIn News, I'm Jesse Hempel, host of the Hello Monday podcast.
0:05.1	Start your week with the Hello Monday podcast.
0:08.1	We'll navigate career pivots.
0:10.1	We'll learn where happiness fits in.
0:11.7	Listen to Hello Monday with me, Jesse Hempel on the LinkedIn Podcast Network, or wherever you get your podcasts.
0:20.2	LinkedIn Presents
0:21.6	Welcome to Big Technology Podcasts, a show for cool-headed, nuanced conversation of the tech world and beyond.
0:41.5	Stephanie Link is our guest today. She's the chief investment strategist and portfolio manager at Hightower Advisors.
0:47.5	What is Hightower Advisors? Well, it has $3.3 billion in assets under management. That is a lot of money.
0:53.6	$3.3 billion. And so why is Stephanie
0:56.9	here today? Well, the tech industry has had a very difficult year in 2022. And it might just be the
1:03.7	start. And I wanted to know how much worse is this actually going to get for the tech industry?
1:08.9	How much worse is this going to get for the broader economy, which has yet to feel some of the pain the tech has? And I couldn't think of
1:14.7	anyone better than Stephanie. Not only is she a star investment strategist, but I also met her on set
1:20.4	at CNBC. And we kept talking during the breaks. This wasn't, you know, show up and give talking points.
1:25.6	There was a true enthusiasm and depth of knowledge
1:28.7	and interest in these companies that Stephanie demonstrates. And I think that's the type of person
1:33.3	we want to listen to when it comes to this stuff. So a few things to consider when you're
1:38.8	listening to Stephanie today. First of all, one of the questions I have, how much worse is this
1:43.4	going to get for tech? Also, how much worse is this going to get for tech?
1:44.6	Also, how much worse is it going to get for the rest of the economy?
1:48.0	And then finally, some questions about globalization because it does seem like we might be getting toward the end of that.
	...

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