"I would prefer on balance most of these companies to hold less cash... What we don't want them to do is to go and fritter away that cash. I think it's going to be a lot harder for Big Tech companies to do acquisitions...So rather they give it back to us as shareholders if they've got no use for it."
1:00 – Market signals
3:00 – Are high P/E stocks a falling knife?
4:25 – Tech staples
7:30 – Concentration in a bear market
11:30 – Earnings season
15:30 – What should companies do with their cash?
21:30 – All sectors are attractive
24:00 – It all depends on your timeframe
27:10 – Managing your investors’ expectations
31:10 – Look long when everyone else looks short
34:00 – Buying Mastercard and Visa for a bargain
37:00 – The indispensable big tech icon
Is a golden era for income investors coming?
We're in "Tech Wreck 2.0", and some big names won't make it
How this Hall of Fame bear is buying the dip
Mark Landau: Why it's time to put down the last decade's playbook
... and more!