Best Nathan Godwin Podcasts (2024)

1
TechCheck with Guy Adami & a Conversation with Scott Wapner 1:05:15

13h ago1:05:15

1:05:15

Guy Adami joins for a special pod to discuss developments surrounding semiconductor companies, particularly NVIDIA and AMD, and their impact on market dynamics. They investigate AMD's recent performance and guidance within the context of the growing AI ecosystem and competition with NVIDIA. The episode also covers the volatile stock movements of Su…

1
MegaCap Tech Vibe Check with Deirdre Bosa & Brad Erickson 1:17:31

1d ago1:17:31

1:17:31

Dan Nathan hosts Deirdre Bosa delve into earnings projections for Alphabet, AMD, PayPal, Microsoft, Meta, Apple, Amazon, and Uber. The conversation explores the broader market trends, including the resilience of the S&P and Nasdaq, and the influence of macroeconomic factors like treasury yields. They discuss the regulatory challenges facing tech gi…

1
Peter Godwin 29:39

3d ago29:39

29:39

Writing a fourth memoir is somewhat unheard of but for Peter Godwin it’s an even more personal note. Not a grief memoir so much as an exploration in memory of the passing of his mother, the end of his marriage and moving on, Peter shares the poignant moments of his life so far in ‘Exit Wounds’. He joins Georgina Godwin – his sibling – to discuss ch…

1
Lee Mylne 27:49

10d ago27:49

27:49

Known as the “Queensland Expert” for ‘The Telegraph’, Lee Mylne’s journalism is enjoyed around the world thanks to her expertise in travel and tourism. As a writer of many travel books including ‘Explore Australia’ and ‘Frommer’s Portable Australia’s Great Barrier Reef’, she shares the vast knowledge which has gained her many national awards. She j…

1
Do Optimus Dream of Electric Taxis? with Gene Munster 37:24

14d ago37:24

37:24

Dan Nathan and Gene Munster dive into Tesla's robotaxi event and the impact of unmet investor expectations on stock performance, alongside concerns about delivery targets and competition from Chinese EVs. The guys also discuss Google and Meta's integration of generative AI, shaping search results and user growth. The conversation wraps with a discu…

1
Evie Wyld 28:55

17d ago28:55

28:55

Multi-prize winner Evie Wyld is no stranger to writing intricate, thought-provoking novels to challenge readers globally. Her latest novel, “The Echoes”, proves that. It’s a story about an everyday couple living in London but embedded within secrecy, with one looking on from the afterlife. Evie joins Georgina Godwin to discuss her work, her upbring…

1
Taking Stock of Waning GenAI Euphoria with Current CTO Trevor Marshall 38:41

25d ago38:41

38:41

Dan Nathan is joined by Trevor Marshall, CTO and co-founder of Current, to explore the landscape of tech giants like Microsoft, Apple, Google, and Meta in the realm of AI development and market strategies. The discussion touches on Apple's upcoming iOS 18, Microsoft's AI complexities and its productivity suite, and Google's competitive dynamics in …

1
The Afghan women writers who witnessed the fall of Kabul 27:32

27d ago27:32

27:32

The resurgence of the Taliban in August 2021 sent shockwaves throughout the world. Images from Afghanistan showed fear, panic and unrest looming. With the country back under Taliban rule, a group of Afghan women writers feared the worst. They kept in touch with the Untold Narratives, a development programme dedicated to writers from marginalised co…

1
Algos & Art with Masterworks Founder Scott Lynn 51:18

28d ago51:18

51:18

Dan Nathan and Guy Adami discuss the tech market's recent decline, focusing on Apple and semiconductor stocks. They explore the influence of geopolitical tensions, particularly between Israel and Lebanon, and their impact on tech stocks. The conversation also delves into Apple's future, including its AI capabilities and market performance. The host…

1
William Dalrymple 31:03

1M ago31:03

31:03

One of the UK’s greatest historians, William Dalrymple is no stranger to researching the treasures of India. Dalrymple sits down with Georgina Godwin to discuss his latest work, “The Golden Road”, which outlines ancient Indian cultures, ideas and inventions and how they influenced the western world. See omnystudio.com/listener for privacy informati…

1
Is the GenAI Glass Half Full Or Empty with Deirdre Bosa, Michael Dempsey & Jonathan Godwin 56:10

1M ago56:10

56:10

Dan Nathan is joined by Deirdre Bosa, host of CNBC's TechCheck, to discuss the latest in AI investments, including Google and Amazon's funding in Anthropic, and how these valuations are evolving. They also banter about a New York Times article scrutinizing the future impact of generative AI. The episode highlights the rapid revenue growth in compan…

1
Imogen Sutton, Richard Williams and their ‘Adventures in Animation’ 30:03

1M ago30:03

30:03

Richard Williams, one of the most revered animators in modern times, leaves a lasting creative impression from ‘Who Framed Roger Rabbit’ to ‘The Pink Panther’. ‘Adventures in Animation: How I Learned Who I Learned From and What I Did with It’ follows the life and career of Williams in animated features; from the moment when, aged five, he saw ‘Snow…

1
The Morning After 32:35

1M ago32:35

32:35

Dan Nathan and Guy Adami discuss the recent interest rate cut by the US Federal Reserve and its implications for tech stocks and market performance. The conversation delves into the current price action, tech valuations, and the contrasting performances of various sectors, including hyperscalers and enterprise software. They analyze the S&P 500 and…

1
Rabih Alameddine 29:10

2M ago29:10

29:10

As the author of six critically acclaimed novels, including the 2022 PEN/Faulkner award winning ‘The Wrong End of the Telescope’, Rabih Alameddine is no stranger to the living art of storytelling. His work explores worlds that may seem beyond words, everything from civil war to exile and epidemics, and yet finds the words we need to hear. Now teach…

1
AI’s Trough of Disillusionment with Jeff Richards 44:04

2M ago44:04

44:04

Dan Nathan welcomes Jeff Richards, Managing Partner at Notable Capital, to discuss the current state and trends in both private and public markets, especially regarding generative AI. They explore the evolving valuations of private AI companies, how big names like NVIDIA and Google are influencing market trends, and the dominance of the 'Mag 7' tec…

1
Sam Leith 28:31

2M ago28:31

28:31

Literary editor of ‘The Spectator’ Sam Leith is surrounded by books of various genres every day. His latest non-fiction work ‘The Haunted Wood’ takes an exploratory look into childhood reading from Aesop’s fables to Malorie Blackman. He speaks to Georgina Godwin about the world of children’s literature, the first book he read as a child and the aut…

1
A Lessin In Gen AI with Sam Lessin of Slow Ventures 1:04:34

2M ago1:04:34

1:04:34

Dan Nathan and Deirdre Bosa explore Amazon's strategic investment in Anthropic, the potential of Apple's upcoming AI features, and the importance of cloud service credits in AI investments. The regulatory challenges and future of TikTok in the US market are also scrutinized. After the break, Sam Lessin from Slow Ventures shares his insights on the …

1
Magda Szubanski AO 27:54

2M ago27:54

27:54

Magda Szubanski is known as Sharon Strzelecki in the comedy series ‘Kath and Kim’ in Australia and globally for the role of Esme Hoggett in the ‘Babe’ film series. The comedy actress won the 2016 Douglas Stewart Prize for her memoir, ‘Reckoning’, which describes her journey of self-discovery from a suburban childhood that was haunted by the demons …

1
Tech Investor Gene Munster on MegaTrends 41:29

2M ago41:29

41:29

Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the implications of supply-demand dynamics, and the ongoing arms race among t…

1
Nathan Thrall 30:36

2M ago30:36

30:36

Life for Palestinians in the occupied West Bank is often stalked by violence, heightened by the events following 7 October. When US journalist Nathan Thrall decided to write about their experience, he wanted to unveil the sheer catastrophe that they live through daily. The Pulitzer Prize-winning book, ‘A Day in the Life of Abed Salama’, focuses on …

1
Dan Niles On Mag7 Guidance + Nvidia Earnings Preview 47:29

2M ago47:29

47:29

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 inf…

1
Novuyo Rosa Tshuma 21:36

3M ago21:36

21:36

Novuyo Rosa Tshuma is a Zimbabwe-born writer who spent her time writing instead of studying at university during one of the most turbulent times in the country’s history. She talks to Georgina Godwin about her childhood, the start of her writing career and her latest novel, “Digging Stars”, which probes the emotional universes of love, friendship, …

1
Being Human in the Age of AI with Joe Marchese 34:47

3M ago34:47

34:47

Dan Nathan is joined by Joe Marchese, General & Build Partner at Human Ventures, for an in-depth discussion on the intersection of human attention and generative AI. They explore Joe's recent article, 'Human Attention is All You Need,' which critiques the reliance on algorithms over trust in building brands. They also discuss the role of AI in the …

1
Elif Shafak 29:25

3M ago29:25

29:25

Best-selling author Elif Shafak is the most widely read female author in Turkey and her work has been translated into a staggering 57 languages. Her 2019 novel ‘10 Minutes 38 Seconds in this Strange World’ was nominated for the Booker Prize and her novels have been shortlisted in the Costa Award, the British Book Awards and the Women’s Prize for Fi…

1
A Couple of Talking Heads on GenAI, Crypto & The State of Fintech with Trevor Marshall 42:52

3M ago42:52

42:52

Dan Nathan is joined by Trevor Marshall, CTO at Current to discuss recent trends in technology and finance. The episode covers the intricacies of generative AI, including market dynamics, Nvidia's large customer concentration, and the impact of rising rates in Japan on tech stocks and crypto. Trevor also shares insights on using machine learning in…

1
John Brown, Australian politician 31:12

3M ago31:12

31:12

The Australian politician who popularised koalas in the 1980s and created the “throw another shrimp on the barbie” tourism ad joins Georgina Godwin in Sydney to talk about his new book, ‘Brownie: The Minister for Good Times’. John Brown, the first in his family to achieve school qualifications, went on to serve as an MP in the Federal House of Repr…

1
MegaCap Tech Earnings: What We’ve Learned So Far 31:47

3M ago31:47

31:47

Dan Nathan and Guy Adami explore the recent broad-based selloff in mega cap tech stocks, particularly focusing on Microsoft, Meta, Amazon, and Apple. They analyze the reactions to Microsoft's earnings report and its implications for the semiconductor sector, they discuss the overall health and future prospects of these tech giants, and delve into t…

1
Gabby Hutchinson Crouch 26:58

3M ago26:58

26:58

For years, author and satirist Gabby Hutchinson Crouch has scoured the week’s news for material to use on the programmes in BBC Radio 4’s Friday-night topical slot, ‘Dead Ringers’ and ‘Newzoids’. She has also written for ‘Horrible Histories’, the Bafta-winning children’s series inspired by ‘Blackadder’ and ‘Monty Python’. Today she discusses her la…

1
Mega-Cap Earnings Preview With Gene Munster 49:16

3M ago49:16

49:16

Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management, to discuss key tech stocks ahead of their earnings reports. Key focus areas include the AI hype cycle and recent NASDAQ sell-off dynamics. They analyze market sentiments, expected pullbacks, and specific stock movements, particularly in the semiconductor space. Go…

1
Juan M Lavista Ferres on AI for Good 29:48

3M ago29:48

29:48

In Microsoft’s pioneering AI For Good Lab, data scientists and researchers’ use of artificial intelligence (AI) is helping to tackle disinformation, predict wildfires, track whales and even detect leprosy in vulnerable populations. But what are the dangers in AI being used for bad? Chief Scientist and Lab Director Juan M Lavista Ferres has co-autho…

1
Will Regulators Beat the Wiz? + The ‘Yes Chef’ Ryan Hardy 1:02:23

4M ago1:02:23

1:02:23

Dan Nathan and Deirdre Bosa, host of CNBC's Tech Check, delve into the AI craze in both public and private markets, analyzing Google's potential $23 billion acquisition of Israeli AI firm Wiz. They discuss the AI industry's rapid growth, the cautious market outlook from influential players like Goldman Sachs and Sequoia Capital, and expectations fo…

1
Tiffany Murray’s rock’n’roll childhood 28:44

4M ago28:44

28:44

Ever wondered what David Bowie liked to eat for dinner, or how the members of Queen wrote and rehearsed their famous “Galileos”? Tiffany Murray’s new memoir invites us into the lives of 1970s rock nobility. Set at two recording studios, including the legendary Rockfield Studios where she was raised, her mother Joan was a chef for the likes of Black…

1
After The AI Gold Rush with Guy Adami 33:45

4M ago33:45

33:45

Dan Nathan and Guy Adami discuss recent market trends, focusing on the NASDAQ's highs and the outperformance of semiconductor stocks, particularly NVIDIA. They also delve into enterprise software performance, with companies like Salesforce and Adobe dipping in the market. The conversation shifts to AI developments, highlighting Elon Musk’s moves wi…

1
Christopher Isherwood, ‘Inside Out’, with Katherine Bucknell 28:06

4M ago28:06

28:06

The twentieth-century author Christopher Isherwood, made famous by his 1930s work in Berlin, approached his writing about queerness, politics and religion with frankness and wit. The writer repeatedly fictionalised himself and his friends in his novels. Katherine Bucknell, the editor of four volumes of Isherwood’s diaries and letters, explains that…

1
The Way of the Champion with Paul Rabil 1:00:41

4M ago1:00:41

1:00:41

Dan Nathan is joined by Paul Rabil to discuss his new book The Way Of The Champion and his journey as co-founder of the PLL. Dan and Paul reflect on their past interactions, including Rabil's early appearances on CNBC, and delve into how he and his brother have revolutionized the sport through innovative business models, media strategies, and commi…

1
UK general election special with Alun Evans 29:10

4M ago29:10

29:10

The 2024 UK general election is just days away. Speaking to Georgina Godwin is an expert on many aspects of UK government and politics, in particular, the support systems to ministers and prime ministers. Alun Evans CBE, a civil servant for more than three decades, lifts the lid on what’s happening behind the door of 10 Downing Street during import…

1
The Killer AI Device is Already in 2 Billion Pockets 22:32

4M ago22:32

22:32

CNBC TechCheck’s Deirdre Bosa joins Dan Nathan on Okay, Computer. European regulators are cracking down on American Big Tech companies with the Digital Markets Act. What's the impact on these firms and will it actually hurt the stock price (2:00)? Is the iPhone the AI device of the future (9:00)? Databricks has the edge on Snowflake, is there any r…

1
Anders Lustgarten 25:38

4M ago25:38

25:38

Today’s guest is perhaps the only playwright and novelist to have been an international athlete, teacher of those on death row at San Quentin prison in California and a tree surgeon – and he only began writing in his thirties. He won the inaugural Harold Pinter Playwright’s Award for ‘If You Don’t Let Us Dream, We Won’t Let You Sleep’ at the Royal …

1
Divergences Abound in the Nasdaq 26:19

5M ago26:19

26:19

Dan Nathan and Guy Adami discuss the current state of the public and private markets, focusing on impressive gains in AI-related stocks like Apple, Nvidia, and Microsoft. They delve into the significant market caps of these companies, the potential dangers of their rapid growth, and the likelihood of margin compression due to increased competition.…

1
Women’s Prize for Fiction 2024 winner 27:15

5M ago27:15

27:15

Taking home this year’s prize is US writer and journalist V V Ganeshananthan for her second novel, ‘Brotherless Night’, which took her almost two decades to complete. Her debut novel, ‘Love Marriage’, was longlisted for the Women’s Prize in 2009. ‘Brotherless Night’ is the story of Sashi, a 16-year-old aspiring doctor, growing up in Jaffna, Sri Lan…

1
OnlyDans Redux 51:48

5M ago51:48

51:48

Dan Nathan and Dan Niles of Niles Investment Management discuss key financial and tech topics. They explore expectations for the upcoming Apple Worldwide Developers Conference and its potential impact on Apple's stock. The conversation covers Google, Microsoft, and their advancements in AI, along with Nvidia's future prospects amid expected spendin…

1
Sasha Salzmann 29:40

5M ago29:40

29:40

The Berlin-based author and playwright was born in the then-USSR and emigrated to Germany in 1995. ‘Glorious People’, their second novel, now translated into English, was longlisted for the German Book Prize and won several others. Salzmann has since been awarded the prestigious Kleist Prize for 2024, the biggest prize for literature in Germany. Se…

1
WWDC AI Expectations + Catching Cancer Early with Emi Gal and Rick Heitzmann 1:07:07

5M ago1:07:07

1:07:07

Dan Nathan and Guy Adami are joined by Deirdre Bosa to break down and dissect the top headlines in the tech sector this week. The crew dives into recent tech trends, dissects Nvidia's influence in AI, and analyzes post-earnings stock movements of Dell. They explore potential PC upgrade cycles driven by AI and Nvidia's latest AI platform introduced …

1
Kaliane Bradley 26:37

5M ago26:37

26:37

The British-Cambodian writer and editor initially wrote ‘The Ministry of Time’ – her gripping sci-fi rom-com debut – as a joke for a handful of friends. The genre-bending thriller, which explores themes including immigration and environmentalism, became an instant bestseller. Even before the novel landed on bookshelves last month, the BBC beat Netf…

1
Not Your Mum's ChatGPT 32:51

5M ago32:51

32:51

Dan Nathan and Guy Adami are joined by Deirdre Bosa, host of CNBC's Tech Check, for an engaging discussion on the latest trends in tech and finance. The episode kicks off with a market overview, highlighting NASDAQ's new highs and the S&P's performance, while also touching on the impact of interest rates on tech valuations. Deirdre shares insights …

1
International Booker Prize 2024 winner 28:21

5M ago28:21

28:21

Announced this week is the winner of the International Booker Prize 2024. The recipient of this year’s award is ‘Kairos’ by German writer Jenny Erpenbeck and translated by Michael Hoffman, who each take home half of the £50,000 prize money. Host Georgina Godwin speaks to the winning duo and the administrator of the prize, Fiammetta Rocco, who lifts…

1
The Great AI Bake Off + Nvidia Earnings Preview with Gene Munster and Deirdre Bosa 37:34

5M ago37:34

37:34

Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management.This week all eyes look to Nvidia as it reports on Wednesday (3:15) and the conundrum Apple has when it comes to third party AI (13:30). After the break, Deirdre Bosa joins Dan Nathan for an update on Ilya Sutskever and Jan Leike’s OpenAI departures (19:00), Deirdr…

1
Andrew O’Hagan 29:57

6M ago29:57

29:57

Award-winning Scottish author and editor at large at the ‘London Review of Books’, Andrew O’Hagan has spent the past decade working on his state-of-the-nation novel, ‘Caledonian Road’. Employing the traditions of Victorian writing, his research took him to the homes of Russian oligarchs, the Old Bailey and even a ship from Venice to Trieste. Here, …

1
Apple AI Ambitions Pan-caked with Ann Bordetsky of NEA + Gokul Rajaram and Michael Gilroy 1:09:15

6M ago1:09:15

1:09:15

Dan is joined by NEA Partner Ann Bordetsky on this week’s Okay, Computer. OpenAI unveils Chat-GPT4o as speculation around a deal with Apple swirls (3:00), did Apple go too far with it’s latest iPad ad (14:30), Google I/O continues to embed AI everywhere it can (22:00), SoundHound AI and Perplexity Partner (24:00), thoughts on AI powered wearables (…

1
AK Blakemore 27:22

6M ago27:22

27:22

‘For me, beauty and disgust don’t really exist in binary.’ AK Blakemore’s discovery of tales of The Great Tarare, a French showman with an insatiable appetite, was the perfect setting for her to explore her love of the grotesque and abject. Shortlisted for this year’s Dylan Thomas Prize, her novel ‘The Glutton’ explores the almost folkloric life of…

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Nathan Godwin Podcasts

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