The Master Investor Podcast with Wilfred Frost

Dan Niles: Apple Is Losing the AI War — Here’s Why I’m Bearish


Listen Later

This week Wilf talks to Founder and Portfolio Manager of Niles Investment Management, Dan Niles, about his latest views on the market, and the career path that’s led to his position as the most respected tech investor in the world. Dan reveals that he is terrified by the US debt position and bearish on the market on any medium term outlook, albeit believing it will make new all time highs in the short term. He reveals his top 5 picks, and explains why he is incredibly bearish on Apple. He also gives listeners a rare insight into his core investing principles while reflecting on the best and worst investments he has ever made.

 

The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions

 

You can watch the full video on The Master Investor YouTube channel

 

And follow @WilfredFrost on X.

 

This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.

...more
View all episodesView all episodes
Download on the App Store

The Master Investor Podcast with Wilfred FrostBy Paradine Productions/ Master Investor Ltd/ Wilfred Frost

  • 5
  • 5
  • 5
  • 5
  • 5

5

20 ratings


More shows like The Master Investor Podcast with Wilfred Frost

View all
Investors' Chronicle by Investors' Chronicle

Investors' Chronicle

17 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,065 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

924 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,441 Listeners

Superinvestors and the Art of Worldly Wisdom by Jesse Felder

Superinvestors and the Art of Worldly Wisdom

416 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,070 Listeners

Excess Returns by Excess Returns

Excess Returns

66 Listeners

RiskReversal Pod by RiskReversal Media

RiskReversal Pod

805 Listeners

MRKT Matrix by RiskReversal Media

MRKT Matrix

180 Listeners

Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

Behind the Balance Sheet

45 Listeners

Forward Guidance by Blockworks

Forward Guidance

272 Listeners

On The Tape with Danny Moses by RiskReversal Media

On The Tape with Danny Moses

156 Listeners

Merryn Talks Money by Bloomberg

Merryn Talks Money

45 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

92 Listeners

The Real Eisman Playbook by Steve Eisman

The Real Eisman Playbook

50 Listeners