- This week's Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking (mostly) tech with Jon Markman, founder and president of Markman Capital Insight.
- Big picture: Going back about 80 years, whenever the Fed steps in to put the brakes on a bear market, one should expect the averages to go up five times over the following ten years.
- Markman defines digital transformation as the use of data and software to build new business models. Think of Netflix, whose stock is up about 15,000% over the past 20 years as it moved from mail-order DVDs to offering bits of data in the cloud. This revolution has another 10-20 years left in it and those companies leading and benefitting will offer vast rewards to their shareholders.
For further details see:
Massive Opportunity In 'digital Transformation' - Jon Markman Joins Alpha Trader