The day after Apple reported its Q2 earnings, Joel and Dennis welcome Apple analyst and managing partner with the VC firm Loup Ventures Gene Munster to discuss his reaction to the report, hear his thoughts for the future of the company, and get his impression on the direction of AMZN, TSLA and FB. Also covered during the episode: earnings from TWLO, FEYE, and FSLR, Mark Cuban's comments on TWTR, and the latest developments from Dennis' dogs of earnings season thesis.

Featured guest:

Gene Munster, Managing Partner at Loup Ventures (31:55)

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