66 min listen
Okay, Computer 7/20/22: Mind the Gap with Rick Heitzmann & A Conversation with Kevin Weil and Katie Stanton
FromOn The Tape
Okay, Computer 7/20/22: Mind the Gap with Rick Heitzmann & A Conversation with Kevin Weil and Katie Stanton
FromOn The Tape
ratings:
Length:
65 minutes
Released:
Jul 20, 2022
Format:
Podcast episode
Description
Dan and FirstMark Capital’s Founder & Managing Director Rick Heitzmann discuss if market sentiment is suddenly turning better (2:04), Rick remaining a perma-bull on Pinterest after activist investor Elliott Management announced a major stake in the company (10:13), the white-knuckle earnings season outlook for beaten down tech stocks (15:15), what’s next in the Elon Musk-Twitter legal showdown after a judge orders an October trial (16:41), more pain to come for many crypto investors (19:35), and how Rick thinks Meta is the big tech stock most at-risk for competitive disruption (29:34) . Later, Dan is joined by his co-host Katie Stanton to interview Kevin Weil, President of Product & Business at Planet, about the company’s mission (39:36), Planet’s ethics board (46:39), private capital entering the space race (52:36), and tech stocks like Meta and Twitter getting crushed this year (55:45).
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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:
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Subscribe to our YouTube page
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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
Released:
Jul 20, 2022
Format:
Podcast episode
Titles in the series (100)
Selloff, SPACs, Symphonies and Schopenhauer; Interview with Paul Rabil: Guy, Dan, and Danny discuss the tech rebound, rate action, and more bullish sentiment (1:00), NFTs, what they mean for crypto, and big moves by financial services companies (10:18). They also break down SPACs, Roblox’s direct listing, and the state... by On The Tape