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Bizarro Trade with Dan Ives, Deirdre Bosa and David Steinberg
Manage episode 358637061 series 3292772
Dan Nathan is joined by Tech Check’s Deirdre Bosa and Dan Ives of Wedbush Securities to talk about Big Tech’s “Bizarro Trade” (3:00). How is Dan Ives thinking about valuation right now (12:00)? Is the China situation an obstacle for Tesla moving forward and what's next for Apple (20:00). After a decade of slumber, we’re finally seeing the return of stock pickers (38:00)
David Steinberg is Co-Founder, Chairman & CEO of Zeta Global. He joins the pod to discuss why has AI been so important to Zeta (36:30). Markets overreacted to Microsoft’s investment in AI and then subsequently sold-off too much in Google (45:00). We’re seeing a generation of executives that have never seen a downturn (53:00). The higher cost of capital is working its way through the system and the credit cycle (1:02:00).
View our show notes here
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 Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
125 episodes
Manage episode 358637061 series 3292772
Dan Nathan is joined by Tech Check’s Deirdre Bosa and Dan Ives of Wedbush Securities to talk about Big Tech’s “Bizarro Trade” (3:00). How is Dan Ives thinking about valuation right now (12:00)? Is the China situation an obstacle for Tesla moving forward and what's next for Apple (20:00). After a decade of slumber, we’re finally seeing the return of stock pickers (38:00)
David Steinberg is Co-Founder, Chairman & CEO of Zeta Global. He joins the pod to discuss why has AI been so important to Zeta (36:30). Markets overreacted to Microsoft’s investment in AI and then subsequently sold-off too much in Google (45:00). We’re seeing a generation of executives that have never seen a downturn (53:00). The higher cost of capital is working its way through the system and the credit cycle (1:02:00).
View our show notes here
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 Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
125 episodes
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