Video

Data

Text duration start ents sentiment
leslie picker 2022 has been a tough year 4.88 Jump to 5.52
    DATE 2022
me break it into two parts one is 4.16 Jump to 46.0
    CARDINAL two
transformation one that is fueled by 4.0 Jump to 59.199
more than 100 times over the next 10 3.201 Jump to 64.879
    CARDINAL more than 100
    DATE the next 10
also in digital and data first 3.12 Jump to 73.92
    ORDINAL first
and then to the second part of your 4.0 Jump to 79.84
    ORDINAL second
but i think one thing it's important to 3.441 Jump to 112.479
particular this now prices in a one 3.52 Jump to 181.68
    CARDINAL one
increase in the 10-year rate whereas if 4.56 Jump to 185.2
    DATE 10-year
a zero percent rate hike so it does look 6.64 Jump to 189.76
    PERCENT zero percent
since march 2020 are probably going to 5.36 Jump to 221.84
    DATE march 2020
closer to two percent the equity market 4.8 Jump to 269.6
    PERCENT two percent
vulnerable than the one ones with 4.639 Jump to 287.12
    CARDINAL one
um so now that we are pricing in four 5.84 Jump to 347.12
    CARDINAL four
two opportunities to deliver alpha one 4.639 Jump to 361.68
    CARDINAL two
    CARDINAL one
is stock selection and then the second 5.84 Jump to 364.24
    ORDINAL second
one is technically adjusting your hedges 6.0 Jump to 366.319
with a long-term horizon our first 3.6 Jump to 391.28
    ORDINAL first
considerably given that we have seen one 3.759 Jump to 436.88
over the last 20 years so it's more 4.481 Jump to 442.639
    DATE the last 20 years
there are really two sectors that are 3.92 Jump to 474.8
    CARDINAL two
very interesting one is 3.6 Jump to 476.8
data infrastructure and the other one is 3.36 Jump to 478.72
companies has come down over the last 10 3.04 Jump to 514.479
    DATE the last 10
the design of a ship if you go from 10 5.039 Jump to 524.24
    CARDINAL 10
nanometers to 5 nanometers has increased 4.799 Jump to 526.16
    CARDINAL 5
by three times 2.641 Jump to 529.279
    CARDINAL three
five times over the next 10 years 5.28 Jump to 543.92
    CARDINAL five
    DATE the next 10 years
nascent market only about 10 4.96 Jump to 550.72
    CARDINAL only about 10
but are very complementary one again is 4.88 Jump to 580.0
2021 was a huge sea change there with 7.28 Jump to 653.2
    DATE 2021
going into 2022 how do you view this 4.959 Jump to 662.56
    DATE 2022
90 of the tech ipo pipeline now a 4.319 Jump to 693.76
    CARDINAL 90
reset in valuations more than 40 4.401 Jump to 698.079
    CARDINAL more than 40
a little over 40 trading days um one of 4.16 Jump to 702.48
    CARDINAL a little over 40
    CARDINAL one
the largest corrections over the last 20 2.959 Jump to 704.88
    DATE the last 20
have one of two choices either you're 3.68 Jump to 711.04
    CARDINAL one
    CARDINAL two
and even that second choice will take 4.641 Jump to 723.839
    ORDINAL second
i recall in 2008 visa then public was 5.36 Jump to 764.88
    DATE 2008
one of the largest ipos at the time in 3.761 Jump to 767.839
    CARDINAL one
one of the most challenging market 2.64 Jump to 770.24
    CARDINAL one
well over six years and it's been a 3.76 Jump to 859.6
    DATE six years