logo
episode-header-image
Aug 2024
41m 29s

Tech Investor Gene Munster on MegaTrends...

RiskReversal Media
About this episode

Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the implications of supply-demand dynamics, and the ongoing arms race among tech giants like Google, Amazon, and Microsoft in the AI sector. The conversation also covers Apple's upcoming September 9th event, where new product announcements could significantly impact consumer interest, and examines Tesla's current challenges amid a shifting electric vehicle market.


----

Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe

Learn more about Current: current.com

Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points

Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.


We’re on social:

Follow @riskreversal on Twitter

Follow @dee_bosa on Twitter

Follow @GuyAdami on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

Up next
Oct 7
Party Like It’s 1999? Paul Tudor Jones Flags Euphoria in Today’s Markets
Guy Adami and Liz Thomas explore historical market trends, comparing the current market environment to the late 1990s, and debate the potential for continued market rallies. The conversation shifts to potential impacts of a government shutdown, the significance of technical analy ... Show More
24m 31s
Oct 6
Wall Street’s Bubble Trouble: From Nvidia to Bitcoin
Dan Nathan and Guy Adami discuss the current market situation amid a government shutdown and the ongoing AI investment trends. They explore topics such as market complacency, valuations, and the potential impact of geopolitical issues. The duo also debates the decision between in ... Show More
26m 41s
Oct 3
Cameron Dawson: AI Has the World on a String
Dan Nathan and Guy Adami welcome Cameron Dawson of NewEdge Wealth. They discuss NewEdge's recent accolade as the third top RIA in the U.S. awarded by Barron's. The conversation delves into market positioning changes since April, the impact of institutional investor behavior, and ... Show More
53m 32s
Recommended Episodes
Jul 2024
Talking Heads – AI investment: the mega-caps ‘arms race’ is on
On this week’s podcast: Mega-cap technology giants have embarked on an ‘arms race’, spending billions of dollars, as they compete for a slice of the rapidly expanding market for artificial intelligence-related products and services.  Derek Glynn, Associate Portfolio Manager for o ... Show More
12m 40s
Aug 7
986: Insights: Getting the UK innovating again: A conversation with Colin Payne from the FCA
About this episode: This week’s episode is brought to you by someone who truly lives at the intersection of regulation and innovation: Colin Payne, Head of Innovation at the FCA. If you’re not familiar with the FCA - the Financial Conduct Authority - it’s one of the UK’s key fina ... Show More
51m 43s
Dec 2024
Top tech predictions for 2025
In the final episode of 2024, CNBC's Tom Chitty and Arjun Kharpal are joined by a whole host of special guests to reflect back on the year, and to look ahead to an exciting 2025 for technology.First off, AI expert and partner at VC firm IVP Eric Liaw joins to discuss whether the ... Show More
1h 2m
Aug 2024
Taking on Nvidia and betting on transformers with Gavin Uberti from Etched
In this episode of Found, Becca and Dom sit down with Gavin Uberti, co-founder and CEO of Etched, an AI chip startup focusing on developing specialized chips. Gavin shares the bold bet his startup is making on transformer models for AI chips, aiming to take on industry giant Nvid ... Show More
39m 55s
Jan 2025
What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell
In this episode, Alex Campbell joins the show to discuss the market implications of the latest DeepSeek innovation, the evolving AI geopolitical game theory, and the winners and losers of the AI race. We also delve into the tension between AI productivity and employment, a framew ... Show More
53m 30s
Jan 2025
Deepseek Offers Lower-Cost AI Model
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Senior Technology Analyst Mandeep Singh discusses Deepseek, a Chinese AI startup, that has demonstrated breakthrough AI models offering comparable performance to the world's best chatbots ... Show More
55m 24s
Aug 2024
AMD’s AI Growth Sends Shares on Biggest Rally Since February
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Technology Co-Host Ed Ludlow provides a roundup of the latest news from the world of semiconductors, including news on Advanced Micro Devices giving an upbeat revenue forecast, underscoring that its n ... Show More
8m 8s
Sep 22
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
Nvidia’s $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race.To make sense of it all, Erik Torenberg is joined by Dylan Patel, c ... Show More
1h 40m
Sep 18
998. Insights: The new rules of underwriting - Live from Money20/20 Middle East
About this episode: In this episode of Fintech Insider Insights by 11:FS, recorded in partnership with AdalFi and live at the very first Money20/20 Middle East in Saudi Arabia, host David Barton-Grimley explores a critical and fast-evolving frontier in financial services: the fut ... Show More
48m 33s
Oct 2
1002. Insights: The digital transformation race: big banks vs neobanks.
About this episode:In this episode, in partnership with Enfuce, host Benjamin Ensor dives into the real state of banking transformation in today’s digital-first world. It’s no longer just legacy banks versus neobanks; it’s about who can truly meet rising customer expectations, ma ... Show More
47m 5s