Global tech-bubble or opportunity

-Andrew Macken with Gemma Dale


With the S&P500 and the Nasdaq at record highs, investors are increasingly nervous about the valuations of global technology stocks. Can the ride continue or is it time for caution in the growth engine of the stock market?

In this episode of the Your Wealth podcast by NABtrade, Andy shares his thoughts on:

  • Why the world’s best companies will keep on growing
  • How his views on buying ‘value’ companies have changed
  • What constitutes a great business, and how to identify its attributes, and
  • Which tech opportunities should be approached with caution.


You can access this and previous episodes of the Your Wealth podcast on iTunesPodbeanSpotify or at


Andrew Macken is the Chief Investment Officer at Montaka Global Investments. To learn more about Montaka, please call +612 7202 0100.

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