RiskReversal Pod Nothing But Net…Losses in 2022: A Discussion With Mark Mahaney & A Conversation on Fintech and Crypto with CTO and Co-Founder of Current, Trevor Marshall
Dan is joined by Guy Adami for a talk with Mark Mahaney, head of internet research at Evercore ISI, about the biggest lessons from a horrible year for tech and growth stocks (1:45), if Meta is ready for a comeback in 2023 (4:30), how a potential ban of TikTok in the U.S. could impact social media stocks (11:30), Elon Musk’s Twitter value destruction (15:00), Mark choosing Netflix as one of his top stock picks for 2023 (16:20), why Mark is still a long-term bull on Amazon (23:00), how Uber is finally getting traction (27:30), and if Yahoo can “rise from the ashes” under Apollo Global’s ownership (32:45).
Later, Dan and Current CTO & co-founder Trevor Marshall discuss the impact & aftermath of the Ethereum merge on ETH and crypto (38:45), if investor confidence can be restored in crypto after its recent price collapse and scandals (40:45), how Current is navigating current challenges for the fintech industry (45:20), Trevor’s outlook for 2023 (56:30), Visa’s dominance in financial services (59:00) and if Google is preparing to enter the fintech space (1:02:15).
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View our show notes and transcript here
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