Talk Your Book: Disruption as an Asset Class

Today’s Talk Your Book is presented by Harbor Capital:

We spoke with Kristof Gleich and Spenser Lerner from Harbor Capital about investing in innovative companies.

We discuss:

  • Managing risk while investing in hypergrowth companies.
  • The pros and cons of the impact of the pandemic on tech firms.
  • What kind of growth do tech stocks need to grow into their valuations?
  • How much does the macro environment impact tech stocks?
  • How to categorize the various groups of tech stocks
  • Are rising rates or rising inflation a bigger headwind to tech stocks?
  • How disruption became its own asset class.

Listen here:


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