
Sign up to save your podcasts
Or
Dan and Guy Adami discuss if the current market slump will prove similar to the recession of the early 2000s (2:00), the outlook for IPOs in 2023 & why Databricks may be the key company to watch (8:00), the global glut of chips and its impact on semiconductor stocks (12:00), growing pressure inside the Biden administration to force a sale of TikTok’s U.S. operations (15:00), Third Point CEO Dan Loeb’s market predictions for 2023 (18:00), how Tesla’s plunge is squeezing far more than just Elon Musk’s die-hard fans (21:00), and if valuations will bottom out in 2023 (24:00).
—-
Check out the stories and tweets discussed in the episode:
Unlimited Funds CIO Bob Elliott’s Twitter thread about the early 2000s recession
The Information: Instacart, Databricks, Arm Could Lead the IPO Market Out of Its Freeze
WSJ: Chip Inventories Swell as Consumers Buy Fewer Gadgets
WSJ: TikTok Security Dilemma Revives Push for U.S. Control
Third Point CEO Dan Loeb’s Twitter thread on his market outlook for 2023
----
View our show notes and transcript here
----
Email us at [email protected] 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
4.8
115115 ratings
Dan and Guy Adami discuss if the current market slump will prove similar to the recession of the early 2000s (2:00), the outlook for IPOs in 2023 & why Databricks may be the key company to watch (8:00), the global glut of chips and its impact on semiconductor stocks (12:00), growing pressure inside the Biden administration to force a sale of TikTok’s U.S. operations (15:00), Third Point CEO Dan Loeb’s market predictions for 2023 (18:00), how Tesla’s plunge is squeezing far more than just Elon Musk’s die-hard fans (21:00), and if valuations will bottom out in 2023 (24:00).
—-
Check out the stories and tweets discussed in the episode:
Unlimited Funds CIO Bob Elliott’s Twitter thread about the early 2000s recession
The Information: Instacart, Databricks, Arm Could Lead the IPO Market Out of Its Freeze
WSJ: Chip Inventories Swell as Consumers Buy Fewer Gadgets
WSJ: TikTok Security Dilemma Revives Push for U.S. Control
Third Point CEO Dan Loeb’s Twitter thread on his market outlook for 2023
----
View our show notes and transcript here
----
Email us at [email protected] 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
1,369 Listeners
2,188 Listeners
582 Listeners
932 Listeners
796 Listeners
1,987 Listeners
363 Listeners
2,045 Listeners
65 Listeners
90 Listeners
245 Listeners
790 Listeners
180 Listeners
271 Listeners
90 Listeners