Jonathan Davis, editor of the Investment Trusts Handbook, talks to Ben Rogoff, lead manager of the Polar Capital Technology Trust (ticker: PCT) since 2006. In a 35 minute Q and A we discuss the sharp sell off in the technology sector, how that will be affected by interest rates and other macro factors, why he is still holding an above average amount of cash in the portfolio, and the outlook for some of the biggest names in the tech sector, including Apple, Amazon, Tesla, Google, Meta (Facebook) and Netflix. The trust currently trades on a discount of around 7% and has a market cap of £2.7 bil...
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