AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
5min chapter
Bad News Is Good News with Danny Moses
MRKT Call
Slowing Enterprise Spending and Impact on Stocks
This chapter discusses the impact of slowing enterprise spending on stocks like Hewlett-Packard and Box, along with the difficulty in quantifying the long-term revenue and earnings of the AI theme. It considers various factors affecting market allocation and highlights concerns about Japan's debt to GDP ratio, their currency weakening against the dollar, and the need for them to make changes as the largest holder of US treasuries. The chapter concludes with a discussion on market mindset and the importance of considering existential risks.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode