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Dan Niles On Mag7 Guidance + Nvidia Earnings Preview
Manage episode 435334229 series 3292772
Content provided by Risk Reversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Risk Reversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Dan Nathan and Dan Niles, the founder of Niles Investment Management, dive into a comprehensive discussion on the current macroeconomic landscape, highlighting the implications of Federal Reserve policies and market expectations. They explore the potential for a soft landing in the U.S. economy, emphasizing the critical role of unemployment and inflation metrics. The conversation extends to the tech sector's 'Magnificent Seven,' focusing on recent earnings trends, AI capital expenditures, and the varying performances of tech giants such as NVIDIA, Microsoft, Apple, and Amazon. They also examine the cyclical nature of tech upgrades, particularly in relation to Apple's latest innovations, and the long-term impact of AI advancements on market dynamics.
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View our show notes here
Learn more about Current: current.com
Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points
Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
142 episodes
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Manage episode 435334229 series 3292772
Content provided by Risk Reversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Risk Reversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Dan Nathan and Dan Niles, the founder of Niles Investment Management, dive into a comprehensive discussion on the current macroeconomic landscape, highlighting the implications of Federal Reserve policies and market expectations. They explore the potential for a soft landing in the U.S. economy, emphasizing the critical role of unemployment and inflation metrics. The conversation extends to the tech sector's 'Magnificent Seven,' focusing on recent earnings trends, AI capital expenditures, and the varying performances of tech giants such as NVIDIA, Microsoft, Apple, and Amazon. They also examine the cyclical nature of tech upgrades, particularly in relation to Apple's latest innovations, and the long-term impact of AI advancements on market dynamics.
—
View our show notes here
Learn more about Current: current.com
Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points
Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
Follow @dee_bosa on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
142 episodes
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Similar to Okay, Computer.
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
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…
continue reading
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…
continue reading
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…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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continue reading
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continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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continue reading
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