66 min listen
Okay, Computer 12/28/22: What’s Past Is Prologue with Guy Adami
FromOn The Tape
ratings:
Length:
31 minutes
Released:
Dec 28, 2022
Format:
Podcast episode
Description
Dan and Guy Adami discuss if the current market slump will prove similar to the recession of the early 2000s (2:00), the outlook for IPOs in 2023 & why Databricks may be the key company to watch (8:00), the global glut of chips and its impact on semiconductor stocks (12:00), growing pressure inside the Biden administration to force a sale of TikTok’s U.S. operations (15:00), Third Point CEO Dan Loeb’s market predictions for 2023 (18:00), how Tesla’s plunge is squeezing far more than just Elon Musk’s die-hard fans (21:00), and if valuations will bottom out in 2023 (24:00).
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Check out the stories and tweets discussed in the episode:
Unlimited Funds CIO Bob Elliott’s Twitter thread about the early 2000s recession
The Information: Instacart, Databricks, Arm Could Lead the IPO Market Out of Its Freeze
WSJ: Chip Inventories Swell as Consumers Buy Fewer Gadgets
WSJ: TikTok Security Dilemma Revives Push for U.S. Control
Third Point CEO Dan Loeb’s Twitter thread on his market outlook for 2023
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View our show notes and transcript here
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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
—-
Check out the stories and tweets discussed in the episode:
Unlimited Funds CIO Bob Elliott’s Twitter thread about the early 2000s recession
The Information: Instacart, Databricks, Arm Could Lead the IPO Market Out of Its Freeze
WSJ: Chip Inventories Swell as Consumers Buy Fewer Gadgets
WSJ: TikTok Security Dilemma Revives Push for U.S. Control
Third Point CEO Dan Loeb’s Twitter thread on his market outlook for 2023
----
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 28, 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