Not so fast on dumping the FAANGS - Omba's Mark Perchtold explains why worst may soon be over for the Nasdaq's fallen angels

In recent weeks, the BizNews tribe has been subjected to strong opinions on why 'Value' stocks are about to enjoy a massive re-rating - and high flyers of the past few years set to fall even further after the recent 30% correction. London-based Mark Perchtold presents the counter view, arguing that concerns about inflation running riot are overdone and as a result, that it is time to start accumulating beaten-down Big Tech stocks. The cornerstone of his mindset is a view that technological advances, population growth and benefits of globalisation will continue to exert a powerful influence on price increases. And as a result, that once aberrations like supply chain blockages, interest rate hikes and the Ukraine War are behind us, the world will return to a place where deflation, rather than inflation, is a more likely danger. He spoke to Alec Hogg of BizNews. Learn more about your ad choices. Visit megaphone.fm/adchoices