At the sunset of 2022, Mike Seidenberg joined Cherry Reynard for the final time of the year to discuss how unprecedented macroeconomic factors (at least in recent memory) and nervous markets are combining to make managing a technology portfolio something like trying to find one’s sea legs on a ship being tossed about in rough seas.
It wasn’t an easy ride in 2022 and calm waters may be some way off yet, however Mike describes why he remains positive for the sector in the long term.
Recorded and Produced by
Lansons.
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