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9 episodes with deepwater asset management
8 episodes with deepwater asset management
6 episodes with deepwater asset management
6 episodes with deepwater asset management
3 episodes with deepwater asset management
4 episodes with deepwater asset management
4 episodes with deepwater asset management
3 episodes with deepwater asset management
Big Tech has been surging this week, including Nvidia and Tesla. Gene Munster of Deepwater Asset Management breaks down the momentum across the sector.Coreweave and Cisco report. Evercore's Amit Daryanani breaks down Cisco's latest quarter. SuRo Capital's Mark Klein, a Coreweave shareholder, joins to discuss CoreWeave's first report as a public company. We also take a look at eToro's IPO and what it means for other companies considering going public. Barbara Doran of BD8 Capital and Bob Doll of Nuveen unpack the market action and we look ahead to Walmart, reporting on Thursday, with Corey Tarlowe of Jefferies.
Dan Nathan and Gene Munster, managing partner at Deepwater Asset Management, dive deep into the performance and future prospects of major tech companies. They begin with a nostalgic look at Apple's early ventures into audio products before moving into a comprehensive review of Apple's recent earnings call, highlighting China's impact on its performance and future AI integrations. The discussion then shifts to Microsoft's mixed results despite its early investments in generative AI, particularly through its partnership with OpenAI, and possible future partnerships with lesser-known AI companies like Anthropic. They also touch on Google's challenges with AI improvements and ad revenue, and how Gemini stacks up against OpenAI. The episode concludes with a critical view of Tesla's current market performance, Elon Musk's leadership, and potential future strategies, including a possible merger with his other ventures like X and XAI. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media
Earnings season is in full swing, with Apple and Amazon headlining the action. Deepwater Asset Management's Gene Munster joins to break down the key takeaways from the day's big reports. And Eli Lilly dropping as the drugmaker cuts its profit forecast. Mizuho's Jared Holz digs into the details, and where the pharma space is heading next. Plus, how the markets are setting up ahead of tomorrow's jobs report. Fast Money Disclaimer
Gene Munster, Deepwater Asset Management co-founder and managing partner, discusses his expectations for both sets of earnings and offers his outlook for the two tech giants. Gene speaks with Tom Keene and Paul Sweeney on Bloomberg Radio.See omnystudio.com/listener for privacy information.
Dan Nathan hosts Gene Munster, Managing Partner at Deepwater Asset Management, on the Risk Reversal Podcast. They discuss the frustrating state of the stock market, focusing on issues such as tariffs, trade wars, and economic fundamentals. Gene shares a personal anecdote about market prediction challenges and reflects on the economic outlook amid geopolitical tensions. They delve into the performance of major stocks, including Tesla and Google, and explore the impact of AI and search technologies on Google's business model. The episode also touches on Nvidia's challenges due to export bans and the pressure on tech stocks. Dan and Gene provide an in-depth analysis of market conditions and future projections, emphasizing the importance of both short-term awareness and long-term optimism. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media
Dan Nathan welcomes Gene Munster of Deepwater Asset Management to the RiskReversal Podcast. They discuss the recent significant market drops in the S&P and Nasdaq, considering if these drops could be termed a 'market crash'. Gene shares his views on the volatile market, especially in light of increasing tariffs between the U.S. and China. They analyze the performance and future of several major stocks, including Apple, Microsoft, Meta, Google, Tesla, and Nvidia, touching on AI's influence and the broader economic impacts of the trade war. Gene offers insights into stock valuations and the potential for further declines, highlighting the importance of investor psychology and market reactions to ongoing geopolitical developments. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media
What will tomorrow bring for these markets which are craving some degree of certainty? We discuss with Trivariate's Adam Parker and Ali Flynn Phillips of Obermeyer Wealth Partners. Plus, Gene Munster from Deepwater Asset Management tells us what is at stake for Tesla as that stock wraps up an ugly quarter. And we saw some big bounces in the consumer space. We drill down on those moves.
Dan Nathan is joined by Gene Munster, managing partner at Deepwater Asset Management, to discuss various major tech headlines and their potential market impact. The conversation starts with Apple's investment of $500 billion in AI infrastructure and its implications. They also touch on a recent analyst report about Microsoft canceling some AI data center leases and the broader AI adoption theme in the market. The episode delves deeply into Nvidia, anticipating their upcoming earnings report and evaluating expectations for their guidance. They also discuss the challenge for Nvidia investors in assessing long-term growth amidst rapid technological advancements and market volatility. Articles Mentioned Apple Will Add 20,000 US Jobs Amid Threat from Trump Tariffs (Bloomberg) Microsoft Cancels Leases for AI Data Centers, Analyst Says (Bloomberg) — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media
Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management. They discuss the rebranding of the podcast and focus on three main topics: the impact of newly announced tariffs by the Trump administration on tech stocks, major earnings reports from Alphabet and Amazon, and an assessment of recent trends and potential winners and losers in the tech sector. The conversation covers reactions to the equity market's downward volatility, implications of higher interest rates, and the specifics around tariffs affecting companies like Apple and Amazon. They also delve into the competitive landscape of generative AI and the challenges facing Google's search business, as well as the evolving opportunities in frontier tech. Check This Out Made in China, Sold on Amazon (Statista) American Sellers Lost Amazon to China (Marketplace Pulse) Ontario Cancels Starlink Deal, Bars US Firms From Government Contracts (Bloomberg) How technology works, and the ways it is impacting the world (Sharp Tech Podcast) Learn More: Deepwater Frontier Tech ETF — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia X: @RiskReversal LinkedIn: RiskReversal Media
Deepwater Asset Management Managing Partner/Co-Founder Eugene Munster discusses Apple and Amazon delivered earnings. Munster spoke with Bloomberg's Nathan Hager.See omnystudio.com/listener for privacy information.
Dan Nathan and Gene Munster from Deepwater Asset Management discuss the current state of the semiconductor market, emphasizing strong performances from tech giants driven by positive forecasts from Foxconn. They delve into hardware trade concerns, Nvidia's outlook, and custom Silicon developments with Broadcom and Marvell. The conversation also touches on potential market risks from macroeconomic factors, software applications of AI, and industry-specific AI use cases in sectors like retail and content creation. Gene offers insights into the future trajectories of these trades while highlighting the challenges and opportunities ahead. — 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
Dan Nathan and Gene Munster from Deepwater Asset Management discuss the current state of the semiconductor market, emphasizing strong performances from tech giants driven by positive forecasts from Foxconn. They delve into hardware trade concerns, Nvidia's outlook, and custom Silicon developments with Broadcom and Marvell. The conversation also touches on potential market risks from macroeconomic factors, software applications of AI, and industry-specific AI use cases in sectors like retail and content creation. Gene offers insights into the future trajectories of these trades while highlighting the challenges and opportunities ahead. — 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
Bloomberg’s Nathan Hager looks at the biggest tech stories from 2024 and what we can expect for 2025. He speaks with Gene Munster of Deepwater Asset Management and Dan Ives from Wedbush. See omnystudio.com/listener for privacy information.
Bloomberg’s Nathan Hager looks at the biggest tech stories from 2024 and what we can expect for 2025. He speaks with Gene Munster of Deepwater Asset Management and Dan Ives from Wedbush. See omnystudio.com/listener for privacy information.
Dan Nathan and Gene Munster of Deepwater Asset Management discuss significant trends and market shifts observed in 2024 and their potential impact on 2025. They explore the rise of custom silicon, NVIDIA's growth versus AI competition, the macroeconomic uncertainties affecting the tech sector, and the concentrated market power of major tech firms, dubbed the 'fateful eight.' The conversation delves into performances of key companies like Tesla, Apple, Google, and Microsoft, examining their stock rallies, growth strategies, and the evolving AI landscape. The duo also discusses the future of autonomous vehicles and the competitive landscape for Uber and Lyft, emphasizing the precarious balance between hype and substantial advancements in AI and tech innovations. — 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
Dan Nathan and Gene Munster of Deepwater Asset Management discuss significant trends and market shifts observed in 2024 and their potential impact on 2025. They explore the rise of custom silicon, NVIDIA's growth versus AI competition, the macroeconomic uncertainties affecting the tech sector, and the concentrated market power of major tech firms, dubbed the 'fateful eight.' The conversation delves into performances of key companies like Tesla, Apple, Google, and Microsoft, examining their stock rallies, growth strategies, and the evolving AI landscape. The duo also discusses the future of autonomous vehicles and the competitive landscape for Uber and Lyft, emphasizing the precarious balance between hype and substantial advancements in AI and tech innovations. — 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
Deepwater Asset Management Co-Founder Gene Munster discusses recent earnings from Apple and Amazon. He speaks with Bloomberg's John Tucker.See omnystudio.com/listener for privacy information.
How much more can stocks rise? Fundstrat's Tom Lee gives his expert market forecast. Plus, Meta held its annual “Connect” event today and announced a number of new hardware products and AI tools. Shareholder Gene Munster of Deepwater Asset Management tells us what he thinks this could mean for the stock. And, some big changes at OpenAI – Kate Rooney runs us through the details.
Gene Munster, Managing Partner at Deepwater Asset Management, dicusses Nvidia earnings and the AI revolution. Munster speaks to Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.
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 tech giants like Google, Amazon, and Microsoft in the AI sector. The conversation also covers Apple's upcoming September 9th event, where new product announcements could significantly impact consumer interest, and examines Tesla's current challenges amid a shifting electric vehicle market. ---- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe 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 @riskreversal on Twitter Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
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 tech giants like Google, Amazon, and Microsoft in the AI sector. The conversation also covers Apple's upcoming September 9th event, where new product announcements could significantly impact consumer interest, and examines Tesla's current challenges amid a shifting electric vehicle market. ---- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe 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 @riskreversal on Twitter Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
The broad-based equity rally may be evidence of revived upside momentum. New York Life Investments' Lauren Goodwin, CIC Wealth's Malcolm Ethridge, and Merrill and Bank of America Private Bank's Chris Hyzy discuss whether the upswing can last. Plus, Deepwater Asset Management's Doug Clinton reveals his pick for winner in AMD's latest challenge to Nvidia. And, DataTrek Research's Nick Colas shares his top two sectors for the remainder of 2024.
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. Google and its AI advances, Tesla and its expected vehicle launches, Microsoft's alignment with OpenAI, Meta's AI integrations, and Apple's upcoming AI features in iPhones. They also touch upon the private sector as it relates to the batch of AI-first companies due to come online in the next couple of years. Further Reading A Reality Check on AI With Chevron's CIO (The Information) — 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
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. Google and its AI advances, Tesla and its expected vehicle launches, Microsoft's alignment with OpenAI, Meta's AI integrations, and Apple's upcoming AI features in iPhones. They also touch upon the private sector as it relates to the batch of AI-first companies due to come online in the next couple of years. Further Reading A Reality Check on AI With Chevron's CIO (The Information) — 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
Bloomberg's Nathan Hager looks at the biggest tech stories from 2024 and what we can expect for the rest of the year. He speaks with Gene Munster of Deepwater Asset Management and Dan Ives from Wedbush. See omnystudio.com/listener for privacy information.
In a special edition of Bloomberg Daybreak: Bloomberg's Nathan Hager looks at the biggest tech stories from 2024 and what we can expect for the rest of the year. He speaks with Gene Munster of Deepwater Asset Management and Dan Ives from Wedbush. See omnystudio.com/listener for privacy information.
In a special edition of Bloomberg Daybreak: Bloomberg's Nathan Hager looks at the biggest tech stories from 2024 and what we can expect for the rest of the year. He speaks with Gene Munster of Deepwater Asset Management and Dan Ives from Wedbush. See omnystudio.com/listener for privacy information.
Amazon hit a major milestone today. So, how did that happen and where could the stock go from here? Kate Rooney and Amazon shareholder Hightower's Stephanie Link break down all the details. Plus, Deepwater Asset Management's Doug Clinton tells us how he is navigating the tech trade – as the Nasdaq is on pace for its best month of the year. And, Seema Mody breaks down all the highlights from Nvidia's shareholder meeting and what to expect from Micron's report in Overtime.
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), Deirdre's report from Google I/O (23:45), will Apple pick the Gen AI winner when it comes to Google vs OpenAI (28:30) and drama at Amazon (32:30). Links Mentioned Checkout MRKT Matrix (Apple Podcasts | Spotify) Dan Niles on Nvidia (X) OpenAI's GPT-4o Demo (YouTube) — 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
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), Deirdre's report from Google I/O (23:45), will Apple pick the Gen AI winner when it comes to Google vs OpenAI (28:30) and drama at Amazon (32:30). Links Mentioned Checkout MRKT Matrix (Apple Podcasts | Spotify) Dan Niles on Nvidia (X) OpenAI's GPT-4o Demo (YouTube) — 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
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Dana Peterson, Chief Economist at the Conference Board, discusses the latest U.S consumer confidence data. Chris Watling, CEO and Chief Market Strategist of Longview Economics, discusses the latest on the markets. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Paramount Global earnings. Gene Munster, Managing Partner at Deepwater Asset Management, previews Amazon and Apple earnings. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, breaks down McDonalds earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off. For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.
Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off. For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.
Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off. For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.
Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off. For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.
Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off. For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.
Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off. For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.
Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off. For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.
Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off. For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 16th, 2024Featuring: Ken Leon, Research Director at CFRA Research, wraps bank earnings Gene Munster, Managing Partner at Deepwater Asset Management, on a recent iPhone sales slowdown, Tesla job cuts, and other headlines Tony Crescenzi, Executive Vice President at PIMCO, on market outlook and risks of geopolitical conflict to markets Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.
Tesla suffered its first year-over-year sales drop since the early days of the Covid pandemic. Gene Munster of Deepwater Asset Management says it was a 'surprising' miss. He speaks with Tom Keene and Paul SweeneySee omnystudio.com/listener for privacy information.
On this episode of Okay, Computer. Dan Nathan is joined by Gene Munster of Deepwater Asset Management. Topics they discuss: Nvidia (2:00), why we could see a 10-15% pullback in the stock (10:30), a potential Apple/Alphabet AI deal (17:45), whether Apple could/would buy Perplexity.io (22:00), Google's Gemini AI (24:45), and how a TikTok ban could impact Meta & Snap (29:00). — 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
On this episode of Okay, Computer. Dan Nathan is joined by Gene Munster of Deepwater Asset Management. Topics they discuss: Nvidia (2:00), why we could see a 10-15% pullback in the stock (10:30), a potential Apple/Alphabet AI deal (17:45), whether Apple could/would buy Perplexity.io (22:00), Google's Gemini AI (24:45), and how a TikTok ban could impact Meta & Snap (29:00). — 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
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Craig Trudell, Bloomberg Global Autos Editor, discusses how President Biden's EV dreams are impacting U.S carmakers. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, joins to share his latest thoughts on the Fed. Gene Munster, Managing Partner at Deepwater Asset Management, previews Nvidia earnings. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Kavita Gupta, Founder and Managing Partner of the Delta Blockchain Fund, joins to discuss the latest on Bitcoin and the crypto industry. Hosts: Paul Sweeney and Bailey LipschultzSee omnystudio.com/listener for privacy information.
Is the risk surrounding the rally increasing as the S&P keeps rising and some big name stocks go parabolic? Trivariate's Adam Parker and NB Private Wealth's Shannon Saccocia give their expert takes. Plus, the mega caps have seen double digit gains for the year. But can this narrow leadership continue its grind higher? Doug Clinton from Deepwater Asset Management weighs in. And, Nvidia rocketing higher once again. We tell you what's behind that move and how the other chip stocks are reacting.
Featured Guests: Bradley Tusk, founder & CEO, Tusk Venture Partners | Ansaf Kareem, founder & managing partner, Latitude Capital | Doug Clinton, co-founder & managing partner, Deepwater Asset Management. New Hampshire residents receive a deepfaked phone call impersonating president Biden right before the primary vote Tuesday, Silicon Valley darling Brex cuts 20% of its staff, and will the US's efforts to build AI infrastructure lead to an “AI Industrial Complex?” Read our newsletter: https://venture-daily.beehiiv.com/subscribe
Gene Munster of Deepwater Asset Management is back for his quarterly tech earnings preview! He joins Dan Nathan to discuss Nvidia (5:00), Microsoft (11:00), how interest rates impact tech stocks (19:15), Alphabet (20:30), Amazon (27:00), Meta (32:45), Apple (38:30), Tesla (48:15), and Gene's AI bubble prediction (57:45). --- View our show notes here Learn more about Ro body: ro.co/okay Learn more about Current: current.com 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
Gene Munster of Deepwater Asset Management is back for his quarterly tech earnings preview! He joins Dan Nathan to discuss Nvidia (5:00), Microsoft (11:00), how interest rates impact tech stocks (19:15), Alphabet (20:30), Amazon (27:00), Meta (32:45), Apple (38:30), Tesla (48:15), and Gene's AI bubble prediction (57:45). --- View our show notes here Learn more about Ro body: ro.co/okay Learn more about Current: current.com 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
Deepwater Asset Management Co-Founder Gene Munster discusses what's next for the Magnificent Seven and AI earnings with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.
Is this still a routine and needed pause after an overheated rally at the end of 2023? Or is the pressure building toward something more serious? Our all-star panel of Solus' Dan Greenhaus, Virtus' Joe Terranova and Crossmark's Victoria Fernandez break down their thoughts. Plus, Doug Clinton from Deepwater Asset Management is bracing for an AI bubble. He explains how this factors into his 2024 tech playbook. And, top technician Jeff DeGraaf thinks it's time to buy the dip in small caps. He makes his case. And, Humana shares getting hit today. CNBC's Bertha Coombs reveals what is behind that move.
Bloomberg's Nathan Hager spends the hour covering the biggest tech stories from 2023 and what we can expect for the year ahead. He speaks with Gene Munster of Deepwater Asset Management and Dan Ives from Wedbush. See omnystudio.com/listener for privacy information.
Bloomberg's Nathan Hager spends the hour covering the biggest tech stories from 2023 and what we can expect for the year ahead. He speaks with Gene Munster of Deepwater Asset Management and Dan Ives from Wedbush. See omnystudio.com/listener for privacy information.
Bloomberg's Nathan Hager spends the hour covering the biggest tech stories from 2023 and what we can expect for the year ahead. He speaks with Gene Munster of Deepwater Asset Management and Dan Ives from Wedbush. See omnystudio.com/listener for privacy information.
Deepwater Asset Management co-founder and managing partner Gene Munster discusses Apple's disappointing holiday outlook and how US-China tensions are impacting the tech sector. He speaks with hosts Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.
Gene Munster of Deepwater Asset Management is back with his quarterly tech earnings preview. He and Dan dive into how Gene is thinking about AI (3:00). Why he is optimistic about Microsoft into the print (5:30). Gene calls Alphabet the single best investment idea in mega-cap tech as it relates to AI (10:30). Dan's take on Alphabet vs. Microsoft (14:30). Why he says Meta needs to refocus their initiatives (16:00). The future of Threads (21:00). The most important thing to watch in Amazon's quarter (26:15). Apple's massive AI opportunity (30:00). Investors viewing Apple as a consumer staples company (35:45). A dark chapter for Tesla (36:50). View our show notes here Learn more about Ro body: ro.co/okay 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
Gene Munster of Deepwater Asset Management is back with his quarterly tech earnings preview. He and Dan dive into how Gene is thinking about AI (3:00). Why he is optimistic about Microsoft into the print (5:30). Gene calls Alphabet the single best investment idea in mega-cap tech as it relates to AI (10:30). Dan's take on Alphabet vs. Microsoft (14:30). Why he says Meta needs to refocus their initiatives (16:00). The future of Threads (21:00). The most important thing to watch in Amazon's quarter (26:15). Apple's massive AI opportunity (30:00). Investors viewing Apple as a consumer staples company (35:45). A dark chapter for Tesla (36:50). -- View our show notes here Learn more about Ro body: ro.co/okay 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
Is the risk/reward for your money about to get better as some are suggesting? Adam Parker of Trivariate Research and Emily Roland of John Hancock Investment Management give their expert forecasts. Plus, Doug Clinton of Deepwater Asset Management breaks down where he is seeing opportunity in tech ahead of the wave of earnings. And, Meera Pandit – JP Morgan Asset Management's Global Market Strategist – weighs in on how she is navigating uncertainty overseas amid the war between Israel and Hamas.
(00:04:37) Arm IPO und die Nachfrage nach Chips https://www.cnbc.com/2023/09/14/arm-is-trading-at-a-premium-to-nvidia-after-ipo-pop-even-though-its-a-no-growth-company.html (00:09:36) Der geplante Börsengang von Instacart https://www.cnbc.com/2023/09/15/sequoia-andreessen-set-to-take-massive-hit-on-2021-instacart-investment.html (00:13:11) Stable Audio https://techcrunch.com/2023/09/13/stability-ai-gunning-for-a-hit-launches-an-ai-powered-music-generator/ https://www.stableaudio.com/ https://www.youtube.com/watch?v=-JrkFh5ful8 (00:18:06) HeyGen - Videoübersetzung mit KI https://labs.heygen.com/guest/video-translate (00:20:36) Enterprise AI: EY startet KI-Plattform nach 1,4 Milliarden Dollar Investition und wird künftig AI die CEO-Rolle übernehmen? https://venturebeat.com/ai/ey-launches-ai-platform-and-llm-after-1-4-billion-investment/ https://www.businessinsider.com/humanoid-ai-robot-ceo-says-she-doesnt-have-weekends-2023-9 https://www.technologyreview.com/2023/09/14/1079465/ai-just-beat-a-human-test-for-creativity-what-does-that-even-mean/ https://mackinstitute.wharton.upenn.edu/wp-content/uploads/2023/08/LLM-Ideas-Working-Paper.pdf https://www.nature.com/articles/s41598-023-38964-3 (00:26:48) Generative AI in Europa Europäisches Verteidigungs-KI-Startup Helsing stellt Rekord auf mit Finanzierung von 223 Mio. USD https://techcrunch.com/2023/09/14/defence-ai-startup-helsing-breaks-the-record-for-european-ai-raising-a-223m-series-b/ Europa erhält nur 5% der 22 Milliarden Dollar VC-Investitionen für generative KI https://thenextweb.com/news/generative-ai-vc-funding-european-startups https://archive.ph/6Ebtn (00:32:04) TikTok erhält 345 Millionen Euro Strafe wegen Verstoßes gegen EU-Datenschutzvorschriften für Kinderkonten https://www.theguardian.com/technology/2023/sep/15/tiktok-fined-345m-for-breaking-eu-data-law-on-childrens-accounts (00:33:54) Erste Erkenntnisse aus dem Kartellverfahren gegen Google + Google Chrome “Privacy” https://9to5mac.com/2023/09/14/how-much-google-pays-apple/ https://www.washingtonpost.com/technology/2023/09/13/google-apple-trial-secrecy/ https://arstechnica.com/gadgets/2023/09/googles-widely-opposed-ad-platform-the-privacy-sandbox-launches-in-chrome/ (00:43:25) Apple iPhone 15 + Apple-Event vs. Pornhub: iPhone 15 Ankündigung sorgt für Traffic-Dip https://www.nytimes.com/2023/09/12/technology/apple-iphone-15-usb-c.html “This is underwhelming,” said Gene Munster, managing partner at Deepwater Asset Management, an investment and research firm based in Minneapolis. “But for the average person with a three- to four-year-old phone, this is enough to upgrade.” (00:49:32) Ist Tesla unterbewertet? https://twitter.com/alex_avoigt/status/1701169452975276490 https://cleantechnica.com/2023/09/10/world-ev-sales-15-of-world-auto-sales/ (00:54:29) Buchempfehlung: The Comfort Crisis von Michael Easter https://www.amazon.de/-/en/Michael-Easter/dp/0593138767
Deirdre Bosa joins Dan Nathan to discuss her video Ambition to Me is the American Dream (2:00), tech earnings (5:30), Uber (11:00) and the state of San Francisco (16:00). Later, Gene Munster of Deepwater Asset Management gives a preview of Apple and Amazon earnings (23:00), plus Carter Braxton Worth of Worth Charting on the technical setup going into those reports (33:00). Read: X will never be the “Everything App” but Uber might View our show notes here Learn more about Ro body: ro.co/okay 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
Deirdre Bosa joins Dan Nathan to discuss her video Ambition to Me is the American Dream (2:00), tech earnings (5:30), Uber (11:00) and the state of San Francisco (16:00). Later, Gene Munster of Deepwater Asset Management gives a preview of Apple and Amazon earnings (23:00), plus Carter Braxton Worth of Worth Charting on the technical setup going into those reports (33:00). Read: X will never be the “Everything App” but Uber might View our show notes here Learn more about Ro body: ro.co/okay 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
Guy, Dan and Liz Young of SoFi discuss the broadening out of the rally (2:00), valuations (6:00), the Fed meeting (8:00), China (12:00), Apple woes (15:00), why energy is attractive (17:00), the housing market (19:30), and earnings (24:00). Later, Dan interviews Gene Munster, Managing Partner at Deepwater Asset Management, to break down big tech earnings (31:00): Tesla & Netflix (34:00), Spotify (36:45), Microsoft (40:30), Alphabet (46:00), Meta (50:00), Apple (56:45), and Amazon (1:04:00). Plus, his take on AI (1:06:00). About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Bloomberg's Nathan Hager spends the hour covering the biggest tech stories from 2023 and what we can expect for the rest of the year. He speaks with Gene Munster of Deepwater Asset Management and Dan Ives from Wedbush. See omnystudio.com/listener for privacy information.
Bloomberg's Nathan Hager spends the hour covering the biggest tech stories from 2023 and what we can expect for the rest of the year. He speaks with Gene Munster of Deepwater Asset Management and Dan Ives from Wedbush. See omnystudio.com/listener for privacy information.
To help us answer those questions, we've brought in a few expert tech investors. 7investing CEO Simon Erickson recently spoke with Deepwater Asset Management's Gene Munster and Doug Clinton, who have been investing in technology for decades. Deepwater is a global asset manager based in Minneapolis, MN. The three kicked off their conversation by discussing Deepwater's investing philosophy and vision. Gene explains that their firm likes to dive deep into three core areas of technology: AI, automation, and the Metaverse. They use those as a starting point, to further screen for the best-in-breed companies with persistent growth. And finally, they look for the select few which they have the most conviction in; which is something that can't be easily found or simply modeled in spreadsheets. Doug goes on to explain the "three buckets" of investing timeframes. Some investors think only in terms of quarterly earnings and others only in terms of long-term trends. But Deepwater prefers to be in the third bucket -- from 3 to 5 years -- where they can more measurably assess what will happen in the near-term future. It turns out that predicting what the world will look like a decade from now is incredibly difficult. Gene and Doug both then discuss the FinTech sector, which is quickly transitioning from bricks and mortar to digital. Brazil's NuBank, Block, and Apple could all be opportunities for investors, as they are gaining share but without having legacy operational costs. The group then discusses the macroeconomic climate. Gene points to several companies like Home Depot still reporting disappointing earnings, and that is leading to institutional investors being cautious. But bigger-picture, it's more important to find quality companies and to size into positions over time. Simon asks them about valuation, and they described their methodical process for determining a fair price. In the second segment, the three discuss several of Deepwater's larger positions, including Meta Platforms (Nasdaq: META), CrowdStrike (Nasdaq: CRWD), ACV Auctions (Nasdaq: ACVA), and Everbridge (Nasdaq: EVBG). They conclude with a fun "lightning round", where Simon spots them up with questions about AI and the market's largest technology companies. Publicly-traded companies mentioned in this podcast include Meta Platforms, CrowdStrike, Everbridge, ACV Auctions, NuHoldings, Block, Amazon, and Apple. 7investing's advisors and/or its guests may have positions in the companies that are mentioned. Don't miss out on future conversations like this! 7investing will be publishing upcoming interviews with the CEOs of PubMatic, Rocket Lab, and more. Join 7investing's free email list to get our podcasts and investing insights delivered directly to your Inbox. --- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message
Brett Winton, Ark Invest chief futurist, discusses Amazon's A.I. usage, the value of the technology, and why the technology may not benefit all major tech companies. Gene Munster, Deepwater Asset Management managing partner, gives his take on Tesla's annual shareholder meeting so far and what could be coming off Tesla's line in the future. CNBC's Phil Labeau also previews Tesla's annual meeting. Fast Money Disclaimer
Dan is joined by Deirdre Bosa, host of CNBC's TechCheck, to discuss sentiment heading into big tech earnings (1:00), China supply chain concerns (8:00), whether crypto is dead in America (10:15), and FinTech stocks dead in the water (15:00). Dan interviews Gene Munster, managing partner at Deepwater Asset Management, to discuss detaching emotions from investing (20:00), big tech earnings: Microsoft (24:00), Alphabet (33 :00), Meta (35:00), Amazon (39:30), Apple (45:00), and Tesla (53:30). ---- 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 @DanNathanRR on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Dan is joined by Deirdre Bosa, host of CNBC's TechCheck, to discuss sentiment heading into big tech earnings (1:00), China supply chain concerns (8:00), whether crypto is dead in America (10:15), and FinTech stocks dead in the water (15:00). Dan interviews Gene Munster, managing partner at Deepwater Asset Management, to discuss detaching emotions from investing (20:00), big tech earnings: Microsoft (24:00), Alphabet (33 :00), Meta (35:00), Amazon (39:30), Apple (45:00), and Tesla (53:30). ---- 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 @DanNathanRR on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Congress is working to find a bipartisan path to averting a debt default; the U.S. has hit its borrowing cap of $31.4T, and it's up to lawmakers to raise the debt ceiling or find another solution before the Treasury Department's “extraordinary measures” run out in the summer, and the United States cannot pay its bills. PIMCO Head of Public Policy Libby Cantrill discusses the standoff in Congress and compares today's debt ceiling drama with the standoffs in previous years. Tech companies have announced layoffs en masse, and Gene Munster of Deepwater Asset Management (formerly Loup) says the workforce cuts are still underway. Plus, activist investors are reportedly taking stakes in Salesforce, which could signal big changes ahead for the tech company. In this episode:Gene Munster: @munster_geneBecky Quick @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY
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