The End Of The World Is The Bull Case With Marko Papic
Lead-Lag Live
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The End of the World Is the Bull Case
I think March is going to be volatile up and down. I don't think this is the credit event. It might be, but it's not my base case. If you have tech exposure, private or public, get out. Tech is getting pawned P W N E D. That's what's happening to tech. Now that's a short term. Why not necessarily bearish? I mean, obviously there will be a recession. But for me, this is a tech event on a longer term horizon. And a multipolar global order competition between states has produced real genuine technological innovation in the past. Like we live less long ago in the United States than we did 20 years ago
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