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Simon discusses the current slide in growth and Technology stocks and whether a large swath of the names have entered into a multi-year bear market. He brings on Nick to discuss the Metaverse and how it is a long-term technology theme that is worth positioning for. They describe what the concept entails, how the building blocks are already in place, and how many of today's core, well-established companies are already heavily involved. Companies mentioned in this episode include BRKB, FB, AAPL, GOOGL, DIS, JPM, AMZN, MSFT, NVDA, TSLA, TI, AMAT, AXP, COF, WMT, WFC, CMG, TI, RTN, BNY, INTC, RBLX, and NKE.

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