RiskReversal Pod

Okay, Computer: Long Party, Longer Hangover with Deirdre Bosa & Rick Heitzmann

7 snips
Aug 9, 2023
Guest
Rick Heitzmann
Guest
Deirdre Bosa
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Episode notes
1
Introduction
00:00 • 2min
2
Microsoft and Apple Are Down About 10% From Last Month's All Time Highs
01:32 • 2min
3
Microsoft and Apple's Multiples Aren't All That Far From Their All Time Highs
03:05 • 2min
4
The Rise of the Megacap Space
05:01 • 3min
5
Amazon's Mega Cap Earnings
07:33 • 2min
6
Amazon's Overspend on Cloud Infrastructure
09:54 • 4min
7
The Feather Breaking Around the Secular Shift That Is Powering the NASDAQ and S&P 500
13:34 • 4min
8
Zoom: A Profitable Company in the Unknowing Thrones of a Global Pandemic
17:52 • 2min
9
The Future of Zoom
19:46 • 2min
10
Current: A FinTech Company That's Disrupting Traditional Banking
22:14 • 5min
11
AI and the Future of Venture Capital
27:35 • 1min
12
The Recession and the Return of Venture Capitalists
29:05 • 5min
13
Dry Powder and the Future of Venture Capital
33:56 • 2min
14
The Future of Capital Markets
35:58 • 2min
15
The Importance of Foresight in the Face of the Pandemic
38:03 • 4min
16
The Future of Health Care
42:17 • 5min