Dan Nathan is joined by Tech Check’s Deirdre Bosa and Dan Ives of <a href="https://www.wedbush.com/analysts/daniel-ives/">Wedbush Securities</a> to talk about Big Tech’s “Bizarro Trade” (3:00). How is Dan Ives thinking about valuation right now (12:00)? Is the China situation an obstacle for Tesla moving forward and what's next for Apple (20:00). After a decade of slumber, we’re finally seeing the return of stock pickers (38:00) David Steinberg is Co-Founder, Chairman & CEO of<a href="https://twitter.com/ZetaGlobal"> Zeta Global</a>. He joins the pod to discuss why has AI been so important to Zeta (36:30). Markets overreacted to Microsoft’s investment in AI and then subsequently sold-off too much in Google (45:00). We’re seeing a generation of executives that have never seen a downturn (53:00). The higher cost of capital is working its way through the system and the credit cycle (1:02:00). View our show notes <a href="https://riskreversal.com/okay-computer/">here</a>Email us at <a href="mailto:contact@riskreversal.com">contact@riskreversal.com</a> with any feedback, suggestions, or questions for us to answer on the pod and follow us <a href="https://twitter.com/okaycomputerPod">@OkayComputerPod</a>.We’re on social:Follow Dan Nathan <a href="https://twitter.com/riskreversal?lang=en">@RiskReversal</a> on TwitterFollow <a href="https://twitter.com/guyadami?lang=en">@GuyAdami</a> on TwitterFollow us on Instagram <a href="https://www.instagram.com/riskreversalmedia/">@RiskReversalMedia</a>Subscribe to our <a href="https://www.youtube.com/channel/UCRAOycPjsSgcEyQcuJD_ENA">YouTube</a> page

Dan Nathan is joined by Tech Check’s Deirdre Bosa and Dan Ives of Wedbush Securities to talk about Big Tech’s “Bizarro Trade” (3:00). How is Dan Ives thinking about valuation right now (12:00)? Is the China situation an obstacle for Tesla moving forward and what's next for Apple (20:00). After a decade of slumber, we’re finally seeing the return of stock pickers (38:00) David Steinberg is Co-Founder, Chairman & CEO of Zeta Global. He joins the pod to discuss why has AI been so important to Zeta (36:30). Markets overreacted to Microsoft’s investment in AI and then subsequently sold-off too much in Google (45:00). We’re seeing a generation of executives that have never seen a downturn (53:00). The higher cost of capital is working its way through the system and the credit cycle (1:02:00). View our show notes 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

Dan Nathan is joined by Tech Check’s Deirdre Bosa and Dan Ives of <a href="https://www.wedbush.com/analysts/daniel-ives/" rel="noopener noreferrer">Wedbush Securities</a> to talk about Big Tech’s “Bizarro Trade” (3:00). How is Dan Ives thinking about valuation right now (12:00)? Is the China situation an obstacle for Tesla moving forward and what's next for Apple (20:00). After a decade of slumber, we’re finally seeing the return of stock pickers (38:00) David Steinberg is Co-Founder, Chairman &amp; CEO of<a href="https://twitter.com/ZetaGlobal" rel="noopener noreferrer">&nbsp;Zeta Global</a>. He joins the pod to discuss why has AI been so important to Zeta (36:30). Markets overreacted to Microsoft’s investment in AI and then subsequently sold-off too much in Google (45:00). We’re seeing a generation of executives that have never seen a downturn (53:00). The higher cost of capital is working its way through the system and the credit cycle (1:02:00). View our show notes <a href="https://riskreversal.com/okay-computer/" rel="noopener noreferrer">here</a>Email us at <a href="mailto:contact@riskreversal.com" rel="noopener noreferrer">contact@riskreversal.com</a> with any feedback, suggestions, or questions for us to answer on the pod and follow us <a href="https://twitter.com/okaycomputerPod" rel="noopener noreferrer">@OkayComputerPod</a>.We’re on social:Follow Dan Nathan <a href="https://twitter.com/riskreversal?lang=en" rel="noopener noreferrer">@RiskReversal</a> on TwitterFollow <a href="https://twitter.com/guyadami?lang=en" rel="noopener noreferrer">@GuyAdami</a> on TwitterFollow us on Instagram <a href="https://www.instagram.com/riskreversalmedia/" rel="noopener noreferrer">@RiskReversalMedia</a>Subscribe to our <a href="https://www.youtube.com/channel/UCRAOycPjsSgcEyQcuJD_ENA" rel="noopener noreferrer">YouTube</a> page

Bizarro Trade with Dan Ives, Deirdre Bosa and David Steinberg

Welcome to the "On The Tape" podcast, hosted by Danny Moses. For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.Formerly Okay, Computer. Podcast<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

Business

News

Investing

Business News

Welcome to the "On The Tape" podcast, hosted by Danny Moses. For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.Formerly Okay, Computer. Podcast Hosted on Acast. See acast.com/privacy for more information.

Welcome to the "On The Tape" podcast, hosted by Danny Moses. For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.Follow Danny on X: @dmoses34The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made.&nbsp;This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.Formerly Okay, Computer. Podcast Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

Share Bizarro Trade with Dan Ives, Deirdre Bosa and David Steinberg

Sign up to save your podcasts

Bizarro Trade with Dan Ives, Deirdre Bosa and David Steinberg

Bizarro Trade with Dan Ives, Deirdre Bosa and David Steinberg

More shows like On The Tape with Danny Moses

Macro Voices

Top Traders Unplugged

The Meb Faber Show - Better Investing

Hidden Forces

Animal Spirits Podcast

The Market Huddle

The Compound and Friends

Excess Returns

RiskReversal Pod

Wealthion - Be Financially Resilient

Forward Guidance

Thoughtful Money with Adam Taggart

The Julia La Roche Show

Monetary Matters with Jack Farley

The Real Eisman Playbook