I'm joined by Tom Nash ( @Tom Nash ) as we discuss the stock market, growth stocks, inflation, Fed, Palantir, Tesla, and Google. Interview recorded on Jan 20, 2022. Warning: explicit language throughout this episode.
1/19/22 interview of Dave Lee by Tom Nash and Justin Oh @UnpopularOpinions : https://www.youtube.com/watch?v=mrpwm80w9yM
Tom Nash on Twitter: https://twitter.com/iamtomnash
Tom Nash on YouTube: https://www.youtube.com/c/TomNashTV
Timestamps:
00:00 - Introduction
01:29 - Thoughts on volatility in stock market?
07:50 - When will stock market bottom be for growth stocks?
10:25 - What’s your investing strategy?
12:10 - Tom Nash portfolio makeup - PLTR, TSLA, GOOG, S&P500
14:30 - How high will interest rates get in 2023?
22:10 - Inflation vs Fed quantitative tightening
34:25 - Intro to Palantir
36:00 - Palantir doesn’t own the data
46:50 - AI big decade trend - TSLA vs PLTR?
52:15 - Personal life - Russia, U.S.
58:10 - Why did Tom Nash start a YouTube channel?
1:06:04 - Conclusion
Social
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Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA
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💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.
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