44 min listen
Russia-Ukraine Conflict Threatens Chip Stocks, Finding Opportunities in Cloud Names & Flowcode CEO Tim Armstrong on QR Codes in Advertising
FromTechCheck
Russia-Ukraine Conflict Threatens Chip Stocks, Finding Opportunities in Cloud Names & Flowcode CEO Tim Armstrong on QR Codes in Advertising
FromTechCheck
ratings:
Length:
44 minutes
Released:
Feb 14, 2022
Format:
Podcast episode
Description
Our anchors start today’s show breaking down the macro factors shaking up the markets with CNBC’s Mike Santoli, and Plexo Capital Founding Managing Partner Lo Toney joins for a look at both chip and gig economy stocks. Then, CNBC’s Steve Liesman delivers breaking news on data from the New York Federal Reserve showing a decrease in consumer inflation expectations, and Piper Sandler Senior Research Analyst Brent Bracelin discusses opportunities in cloud names and his outlook for the sector. Next, Mark Asset Management CEO and Managing Partner Morris Mark shares his safe bets in tech amid the ongoing volatility, and QR code maker Flowcode Founder and CEO Tim Armstrong discusses the use of those digital codes in television advertising. Later, CNBC’s Robert Frank reports on hedge fund manager Bill Ackman fighting against New York’s crypto regulations.
Released:
Feb 14, 2022
Format:
Podcast episode
Titles in the series (100)
Analyzing the Market Response to Russian Banking Sanctions, Software Plays Amid the Ongoing Crisis & Qualcomm CEO Cristiano Amon on New Product Announcements: Our anchors begin today’s show with CNBC’s Leslie Picker breaking down the effects that sanctioning Russian banks from the SWIFT payment system could have on U.S. financial institutions, and CNBC’s Mike Santoli profiles the trading response to the crisis in Eastern Europe. Then, Wedgewood Partners CIO David Rolfe takes a deeper dive into the market fallout surrounding the conflict, and Former Facebook Chief Security Officer and Stanford Internet Observatory Director Alex Stamos argues for stricter penalties from social media platforms targeting Russian misinformation. Next, Citi analyst Tyler Radke discusses software plays amid the broader geopolitical tensions, and chipmaker Qualcomm CEO Cristiano Amon joins in a first-on interview from the Mobile World Congress in Barcelona. Later, CNBC’s Shepard Smith reports on the latest dev by TechCheck