On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss e-commerce stocks surging after Black Friday/Cyber Monday (2:30), Fashion Retailer Shein Files Confidentially for US IPO (5:00), the Temu & Shein effect on US retailers (10:00), the IPO market opening back up (14:00).
Later, Dan sits down with video journalist Cleo Abram and Packy McCorm ... Show More
Mar 25
Jeff Richards: These Are The Only Software Stocks Worth Owning Right Now
Dan Nathan and Jeff Richards (Managing Partner at Notable Capital) discuss shifting AI narratives and market crosscurrents, focusing on OpenAI, Anthropic (which Notable backs), xAI, Gemini, and Microsoft’s Copilot. Richards argues Claude/Cowork’s breakout and rapid model improvem ... Show More
51m 13s
Mar 24
Stocks Fail To Build On Monday's Momentum
MRKT Matrix - Tuesday, March 24th S&P 500 falls, giving back chunk of Monday’s rally as oil prices rebound, Iran war continues (CNBC) Jamie Dimon says Iran war makes Middle East peace prospects better in the long term (CNBC) Dimon warns on AI job losses, calls for government-busi ... Show More
8m 19s
Feb 2024
TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra
In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he is still bullish on Spotify. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Mueller Ind ... Show More
1h 26m
Nov 2023
Sports Podcasting On A National Level
“Think of our NFL network, it’s 38 podcasts. To source 38 podcasts, you don’t want eight different publishers and 38 different onboarding calls and invoices - it can be a nightmare. So for us, we like to just make it as easy for an advertiser as possible to activate with those mi ... Show More
45m 54s
Feb 2024
Nationwide Cyber Attack? Cell Service Outages Reported Across U.S | PBD Podcast | Ep. 369
<p>Patrick Bet-David, Adam Sosnick, Tom Ellsworth, and Vincent Oshana discuss whether nationwide cell outages in the U.S are the result of tech failure or a cyber attack, non-U.S. citizen Kelly Wong being appointed by the San Francisco's Board of Supervisors to city's Ele ... Show More
2h 22m
Feb 2024
TIP609: Fooled by Randomness by Nassim Taleb
On today’s episode, Clay reviews Nassim Taleb’s book – Fooled by Randomness. Nassim Taleb is a Lebanon-born American mathematician and statistician whose work concerns problems of randomness, probability, and uncertainty. He’s very well known for his popular books, including The ... Show More
1 h
Feb 2024
S3 Ep 12: Friday Bonus & More Film Pitches
First up, some news about Rom’s unsolvable internet problems, the many varieties of fibre, Tom’s blood test, late night eating, boring sandwiches and using abacuses. Then it’s onto the main event as we read out more of our listener’s Wolf & Owl film pitches. Thank so much for you ... Show More
35m 4s