Max Osbon on the Art of Tech Investing and Predicting Market Shifts
Lead-Lag Live - A podcast by Michael A. Gayed, CFA
Unlock the mysteries of tech investing with the astute Max Osbon, head of Osbon Capital Management, as he reveals why concentrated portfolios may just outshine traditional diversification strategies. We navigate the nuanced world of asset allocation, discussing the unforeseen risks in bond markets and the seismic shifts within technology sectors, from AI to the 'Mag Seven' tech giants reshaping global market capitalization. With Max's insights, you're primed to understand the intricacies of i...