Episode 29:

Interview with Puru Saxena

In the 29th episode of Investing With The Whales, I interview Puru Saxena, retired money manager/founder of money management firms in Hong Kong.

Follow Puru on Twitter.

Topics discussed: current market, the end of the bull market, recession, “hard” landing, headwinds for stocks, shorting, mega-cap stocks, real estate market, earnings deterioration, hedging, interest rate pause rally, growth stocks, attributes of great stocks, stock-based compensation, the Fed, bonds, selling rules, VIX, software companies, shorting, QQQ vs. SPY vs. IWM vs. ARKK, AWS and Amazon, spinoffs, NFLX vs. DIS, AMZN vs. SHOP, TikTok, market sentiment

Stocks covered in detail: SNOW, CELH, ENPH, SOFI, LILM

Stocks mentioned: ADEYN, MELI, FOUR, DLO, SNOW, CRWD, ZS, DDOG, CFLT, GLBE, TSLA, PLTR, NET