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    Okay, Computer: Tech Trifecta with Deirdre Bosa, Rick Heitzmann & Gene Munster

    Okay, Computer: Tech Trifecta with Deirdre Bosa, Rick Heitzmann & Gene Munster

    FromOn The Tape

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    Okay, Computer: Tech Trifecta with Deirdre Bosa, Rick Heitzmann & Gene Munster

    FromOn The Tape

    ratings:
    Length:
    64 minutes
    Released:
    Feb 8, 2023
    Format:
    Podcast episode

    Description

    CNBC’s Deirdre Bosa returns to Okay, Computer to discuss the big tech artificial intelligence arms race (2:00). The Twitter paid subscriber count is reportedly way below expectations, can Twitter stay afloat without harming Tesla stock (14:00)? Dan and FirstMark Capital’s Rick Heitzmann chat about “the end of the great consumer subsidization” (22:00) and what the tech space looks like in a non-zero interest rate environment (33:00). Gene Munster offers insight on Q4 earnings from Apple (42:00), Microsoft (49:00), Alphabet (52:00) and Amazon (55:00) Q4 earnings.

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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.

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    Released:
    Feb 8, 2023
    Format:
    Podcast episode

    Titles in the series (100)

    Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes. You’ll leave each week with a better perspective on financial and business news from three experienced, nonconsensus voices whose goal is to provide listeners with the intellectual framework to think critically and make smarter investment decisions. Each episode, the co-hosts go Off The Tape with a guest from the world of finance, media, entertainment or sports. Dan Nathan is a CNBC contributor, the Principal of Risk Reversal Advisors and is the founder and editor of RiskReversal.com. Guy Adami is an original member of CNBC’s Fast Money and is currently the Director of Advisor Advocacy at Private Advisor Group. Danny Moses has been on Wall Street for decades in a variety of roles, is currently a private investor and was also featured in The Big Short for his bet against the housing market. Stay up to date at OnTheTapePodcast.com, follow us on Twitter @OnTheTapePod and subscribe to On The Tape in your favorite podcast store.