Tick Tock, is it Time to Buy Tech?

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 23 March 2023

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Maggie Lake is joined by, Nadian Terman, CEO & CIO of Solstein Capital, who breaks down what she thought of yesterday’s Fed decision and what the knock-on effects it may have on broader markets. This episode is sponsored by KraneShares’s KRBN EFT is the 1st, largest and most liquid carbon ETF. Please read prospectus before investing at https://rvtv.io/krbn Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Disclaimer: Carefully consider the Funds’ investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Funds' full and summary prospectus, which may be obtained by visiting www.kraneshares.com. Read the prospectus carefully before investing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Hey everyone, today's Real Vision Daily Briefing is sponsored by Crane Shares.
0:05.8	Learn about their KRBN ETF at CraneShares.com forward slash KRBN.
0:13.2	Now to the top analysis of today's markets.
0:24.0	Is it time to buy tech?
0:25.0	Hi everyone, welcome to the Real Vision Daily Briefing with me today, Nadine Termin.
0:29.7	CEO and CIO of Solstein Capital.
0:32.3	Hi Nadine, welcome to Real Vision.
0:35.2	Thank you Maggie, great to be here today.
0:37.3	So before we jump in a little for those who maybe are not familiar,
0:41.0	just give us a little overview.
0:42.7	What's your area of focus and what's your approach at Solstein?
0:46.0	Sure, so we launched back in 2010.
0:49.2	Half of what we do is for institutions.
0:51.7	It's long only XUS positions in both developed and emerging markets.
0:57.3	And the other half is much more tactical for family offices,
1:01.2	corporate pensions, foundations, high net worth individuals,
1:04.5	where we can use options to go long short, invest in the US,
1:08.4	so pretty much global do whatever you want to do.
1:11.1	So the nice thing is you get this little balance between two types of clients,
1:14.4	but also I do have a lot of respect for people who have to stay invested
1:18.5	versus just sit in short term treasuries.
1:20.7	So we always have to have some clients that are in the market at all times.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Real Vision, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Real Vision and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.