RiskReversal Pod

OnlyDans Tech Talk with Satori Fund’s Dan Niles | Okay, Computer.

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Tech investor Dan Niles is back! He joins Dan Nathan on this Okay, Computer episode to give his 2024 stock market outlook and top picks


Topic Timecodes:

  • Dan’s thought process on the markets (3:00)
  • Interest rates & earnings impact on mega-cap tech (5:15)
  • Apple (9:25)
  • Nvidia (14:00)
  • Tesla (17:45 )
  • The AI Gold Rush (23:00)
  • Meta (32:45)
  • Amazon (36:15)
  • Chinese Internet Stocks (39:40)
  • Texas Instruments (43:20)
  • Biotech Socks (47:45)


    • --

    View our show notes here

    Learn more about Ro body: ro.co/okay

    Learn more about Current: current.com

    Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

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