Okay, Computer. Podcast
@OkayComputerPod
Hosted by Dan Nathan / @RiskReversal
Contributors: @dee_bosa + @Rick + @trevorkmarshall + @jrichlive + @katies
Sponsored by @Current @RBC
ID:1360398046694154242
http://riskreversal.com 13-02-2021 01:19:22
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Thrilled to have joined Dan Nathan and Stuart Wall on the OKAY, Computer. Podcast! We dove deep into our investment thesis behind Setpoint.io as well as our conviction in the NYC tech ecosystem and the opp to plant the flag here on behalf of a16z
🗽youtu.be/JchM0p0LaBA?si…
👏New pod just dropped👏 Deirdre Bosa & Dan Nathan discuss the potential Arm & Instacart IPOs, plus the big earnings report everyone has been waiting for - Nvidia $NVDA
Later, Dan sits down with Dylan Patel of SemiAnalysis for a deep dive on the chip space
Sponsored by Current Ro
Special Friends of the Pod drop
Joe Marchese & stuart drop & talk the new New York, the consumer, bearish sentiment & how to donate to Hawaii wildfires
➕Karen Finerman returns! She, Guy Adami & Dan reminisce on the early days of Fast Money, her new podcast & the stock market
OKAY, Computer. Podcast RiskReversal Dan Niles Current Ro Great podcast, really enjoyed hearing Dan Niles thoughts.
Talk w/ Dan Nathan RiskReversal on thoughts of a 10% decline in the S&P (2:00), high-valuation & mega-cap tech (8:30), China’s impact on commodities (13:00), interest rates (20:30), $AAPL $MSFT (24:30), $NVDA (35:00), $TSLA (41:30).
podcasts.apple.com/us/podcast/oka…
🎙 Coming soon to our pod with OKAY, Computer. Podcast, a great conversation with Dan Nathan and Kesava Kirupa Dinakaran, the indefatigable CEO and co-founder of Luminai 🧊
'I think you're going to see a renewed optimism' - Rick Heitzmann on what's next for the private tech markets
Listen or watch the latest episode of Okay, Computer.:
🎧 podcasts.apple.com/us/podcast/oka…
📺 youtu.be/7nevL6srraQ