RiskReversal Pod

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

Aug 9, 2023

46:19

Episode guests

Rick Heitzmann

Deirdre Bosa

Highlights

AI Chapters

Episode notes

The Persistence of Mega Trends and the Opportunities They Present

00:40

GPT phenomenon and the psychology of the stock market

04:58

Introduction

2min

Microsoft and Apple Are Down About 10% From Last Month's All Time Highs

2min

Microsoft and Apple's Multiples Aren't All That Far From Their All Time Highs

2min

The Rise of the Megacap Space

3min

Amazon's Mega Cap Earnings

2min

Amazon's Overspend on Cloud Infrastructure

4min

The Feather Breaking Around the Secular Shift That Is Powering the NASDAQ and S&P 500

4min

Zoom: A Profitable Company in the Unknowing Thrones of a Global Pandemic

2min

The Future of Zoom

2min

10.

Current: A FinTech Company That's Disrupting Traditional Banking

5min

11.

AI and the Future of Venture Capital

1min

12.

The Recession and the Return of Venture Capitalists

5min

13.

Dry Powder and the Future of Venture Capital

2min

14.

The Future of Capital Markets

2min

15.

The Importance of Foresight in the Face of the Pandemic

4min

16.

The Future of Health Care

5min

Dan Nathan and Deirdre Bosa of CNBC discuss the AI fever breaking (2:00), Amazon (8:00), high valuation stocks deflating (12:30), the magnificent seven (or hateful eight) (15:30), and Zoom getting people back to the office (19:00). Later, Rick Heitzmann of FirstMark Capital joins Dan for a mid-year check on the private tech markets (26:00), M&A (33:00), and a study showing Wegovy cuts the risk of heart attacks (43:00).

Articles mentioned on this podcast:

---

View our show notes here

Learn more about Ro body: ro.co/okay

Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

We’re on social:

Follow Dan Nathan @RiskReversal on Twitter

Follow @GuyAdami on Twitter

Subscribe to our YouTube page

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.