Hello all, I recorded the interview above with Rachel Pether from SALT (the alternative investment conference/forum founded by Anthony Scaramucci).
Portfolio Manager, Managing Partner
This Weeks Guest.
Robert Stretch, MD
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Michael Frazis gives an update on SPACs, rising interest rates, tech valuations and what might happen next.
1:35 – Quick review of 2021
2:30 – Thoughts on Cathie Wood and ARK
3:59 – Expansions and contractions in software multiples
7:40 – Snowflake
8:47 – SPACs: why we like them and why they’re dangerous (hint: the same reason)
12:02 – Why we hope SPACs encourage leading tech firms to list sooner
14:21 – Dodgy forecasts
16:51 – Why we rule out most SPACs in the fund
18:00 – Navigating rising interest rates
22:33 – The recent sell-off
24:32 – How we look at market rotations
26:46 – Coupang IPO
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