Dan Nathan and Danny Moses discuss current market trends and insights on the Risk Reversal Podcast. They touch on the forthcoming Fed meeting, including predictions about interest rates and economic projections. They also explore the impact of AI, regional banks’ underperformance, and consumer credit. Additionally, they examine the state of the energy sector and the potential for oil price movements.
After the break, Gene Munster of Deepwater Asset Management joins to discuss the recent Apple WWDC event, focusing on its less impressive hardware announcements and the introduction of new operating system features. They explore Apple's strategic moves related to AI, including the Foundation Model framework aimed at enhancing AI capabilities for developers. The conversation also highlights Apple's efforts to align its devices more closely while addressing the challenges its facing due to competition from OpenAI and regulatory hurdles. Additionally, they touch on Tesla's RoboTaxi initiative and its potential impact on the company's brand and market performance.
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