64 min listen
Nothing But Net…Losses in 2022: A Discussion With Mark Mahaney & A Conversation on Fintech and Crypto with CTO and Co-Founder of Current, Trevor Marsh…
FromOn The Tape
Nothing But Net…Losses in 2022: A Discussion With Mark Mahaney & A Conversation on Fintech and Crypto with CTO and Co-Founder of Current, Trevor Marsh…
FromOn The Tape
ratings:
Length:
68 minutes
Released:
Dec 21, 2022
Format:
Podcast episode
Description
Dan is joined by Guy Adami for a talk with Mark Mahaney, head of internet research at Evercore ISI, about the biggest lessons from a horrible year for tech and growth stocks (1:45), if Meta is ready for a comeback in 2023 (4:30), how a potential ban of TikTok in the U.S. could impact social media stocks (11:30), Elon Musk’s Twitter value destruction (15:00), Mark choosing Netflix as one of his top stock picks for 2023 (16:20), why Mark is still a long-term bull on Amazon (23:00), how Uber is finally getting traction (27:30), and if Yahoo can “rise from the ashes” under Apollo Global’s ownership (32:45).
Later, Dan and Current CTO & co-founder Trevor Marshall discuss the impact & aftermath of the Ethereum merge on ETH and crypto (38:45), if investor confidence can be restored in crypto after its recent price collapse and scandals (40:45), how Current is navigating current challenges for the fintech industry (45:20), Trevor’s outlook for 2023 (56:30), Visa’s dominance in financial services (59:00) and if Google is preparing to enter the fintech space (1:02:15).
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GET A FREE COPY OF MARK MAHANEY’S BOOK!
For the first 100 listeners who leave a review of Okay, Computer or On The Tape in the podcast store and email a screenshot of it to contact@riskreversal.com, we’ll send you Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts. Please include your mailing address in the email!
----
View our show notes and transcript 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
Later, Dan and Current CTO & co-founder Trevor Marshall discuss the impact & aftermath of the Ethereum merge on ETH and crypto (38:45), if investor confidence can be restored in crypto after its recent price collapse and scandals (40:45), how Current is navigating current challenges for the fintech industry (45:20), Trevor’s outlook for 2023 (56:30), Visa’s dominance in financial services (59:00) and if Google is preparing to enter the fintech space (1:02:15).
----
GET A FREE COPY OF MARK MAHANEY’S BOOK!
For the first 100 listeners who leave a review of Okay, Computer or On The Tape in the podcast store and email a screenshot of it to contact@riskreversal.com, we’ll send you Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts. Please include your mailing address in the email!
----
View our show notes and transcript 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
Released:
Dec 21, 2022
Format:
Podcast episode
Titles in the series (100)
Rates, Robinhood and Reddit Rampage; Interview with Joe Saluzzi and Sal Arnuk: Guy, Dan and Danny discuss the inflation data we got this week (0:40), debt markets (8:21), bitcoin/crypto (20:35) and break down the Robinhood/GameStop frenzy in light of this week’s hearing on Capitol Hill (31:09). The co-hosts interview Themis... by On The Tape