Dan Nathan welcomes Gene Munster of Deepwater Asset Management to the RiskReversal Podcast. They discuss the recent significant market drops in the S&P and Nasdaq, considering if these drops could be termed a 'market crash'. Gene shares his views on the volatile market, especially in light of increasing tariffs between the U.S. and China. They analyze the performance and future of several major stocks, including Apple, Microsoft, Meta, Google, Tesla, and Nvidia, touching on AI's influence and the broader economic impacts of the trade war. Gene offers insights into stock valuations and the potential for further declines, highlighting the importance of investor psychology and market reactions to ongoing geopolitical developments.
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