Chapter
Long Google & Microsoft, Short the Rest of Big Tech
07:34 - 13:04 (05:29)
Chamath Palihapitiya suggests the most obvious and simple money-making trade is long Microsoft, Google short, big tech, short the rest of the big tech, in order to manage risk.
Clips
According to Palihapitiya, the most obvious simple money-making trade is to go long on Google and Microsoft and short the rest of big tech, except for IBM and Netflix.
07:34 - 13:04 (05:29)
Trading
Summary
According to Palihapitiya, the most obvious simple money-making trade is to go long on Google and Microsoft and short the rest of big tech, except for IBM and Netflix. The key is managing risk, which can be done more effectively by not being naked long or naked short.