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    Okay, Computer: Long Party, Longer Hangover with Deirdre Bosa & Rick Heitzmann

    Okay, Computer: Long Party, Longer Hangover with Deirdre Bosa & Rick Heitzmann

    FromOn The Tape

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    Okay, Computer: Long Party, Longer Hangover with Deirdre Bosa & Rick Heitzmann

    FromOn The Tape

    ratings:
    Length:
    46 minutes
    Released:
    Aug 9, 2023
    Format:
    Podcast episode

    Description

    Dan Nathan and Deirdre Bosa of CNBC discuss the AI fever breaking (2:00), Amazon (8:00), high valuation stocks deflating (12:30), the magnificent seven (or hateful eight) (15:30), and Zoom getting people back to the office (19:00). Later, Rick Heitzmann of FirstMark Capital joins Dan for a mid-year check on the private tech markets (26:00), M&A (33:00), and a study showing Wegovy cuts the risk of heart attacks (43:00).

    Articles mentioned on this podcast:


    WTF Happened In 2023?

    Venture Firms Still Writing Small Checks Despite $271 Billion in ‘Dry Powder’

    The Unicorn Fire Sales Ahead

    Obesity Drug Wegovy Cuts Risk of Heart Attacks and Strokes by 20%, Study Shows


    ---
    View our show notes here
    Learn more about Ro body: ro.co/okay
    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:
    Aug 9, 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.