Talk Your Book: Disruption as an Asset Class

Animal Spirits Podcast

The Compound

Business News, News, Investing, Business

4.7 • 2.1K Ratings

🗓️ 7 February 2022

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today's Talk Your Book, we spoke with Kristof Gleich and Spenser Lerner from Harbor Capital about owning and managing portfolios with innovation stocks. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today's animal spirits talker book is brought to you
0:02.8	by the Harbor Disruptive Innovation ETF.
0:04.9	Go to harbercapital.com to learn about their NOETF,
0:08.3	I-N-N-O, that's gun the Harbor Disruptive Innovation ETF
0:11.4	at harbercapital.com.
0:14.0	Welcome to Animal Spirits, a show about markets,
0:17.2	life, and investing.
0:18.7	Join Michael Batnik and Ben Carlson
0:21.0	as they talk about what they're reading, writing, and watching.
0:25.0	Michael Batnik and Ben Carlson
0:26.7	work for RIT Holt's Wealth Management,
0:28.5	all opinions expressed by Michael and Ben
0:30.4	or any podcast guests are solely their own opinions
0:33.0	and do not reflect the opinion of RIT Holt's Wealth Management.
0:35.8	This podcast is for informational purposes only
0:38.3	and should not be relied upon for investment decisions.
0:40.7	Clients of RIT Holt's Wealth Management
0:42.4	may maintain positions in the securities
0:44.1	discussed in this podcast.
0:46.2	So Ben, the big question is the rewriting cycle
0:49.5	that we're in for these growth stocks.
0:50.9	Like, where are we in that?
	...

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