Who Is Buying Tech? (And Why?)

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 19 August 2022

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Nasdaq Composite is leading the major U.S. equity indexes higher today, as investors step into a tech-stock dip amid the traditional late summer volume lull. At the top of today’s Daily Briefing, Real Vision’s Andreas Steno Larsen gets right to the point with Hedge Fund Telemetry founder Thomas Thornton: Who’s buying this tech dip? Scaling out from recent price action and a broader discussion of positioning, Andreas and Tommy talk about current economic data, including a decline in initial claims for unemployment benefits and an upside surprise from the Federal Reserve Bank of Philadelphia’s monthly manufacturing index for August. Andreas also asks Tommy about what looks like a pump-and-dump of Bed Bath & Beyond shares. And we hear from Rob Arnott about the risks of betting against bubbles. Watch the full video featuring Rob Arnott and Ash Bennington here: https://rvtv.io/3QG02LO. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hey everyone, if you like this podcast, you should check out the full finance journey at
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0:41.4	year.
0:42.4	Enjoy the show.
0:43.9	Hi everyone and welcome to the real vision daily briefing.
0:56.2	I'm Andreas Larsen from real vision, sending to you live Thursday August 18th.
1:01.2	Who is buying tech stocks?
1:03.6	That is the question of the day after a big rally in the nest egg index over the past
1:08.6	month or so.
1:10.1	And with me today to answer that question, we've invited an old friend of the show, Tommy
1:14.3	Thornton from the hedge fund telemetry.
1:16.9	Tommy, it's really good to see you again.
1:19.0	How are you?
1:20.0	I'm doing great.
	...

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