This week we're joined by Om Malik — a San Francisco-based writer, photographer, and investor with three decades of experience in Silicon Valley. We cover:

• Apple, and whether they are underperforming

• The need for empathy in the tech industry

• Technology vs. the spectacle of technology

• Our favorite products and acquisitions

• Consumer Discretionary reaching new ten-year lows

• Personal reflections on health and wellness

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Thanks to our sponsor, Public. Public is an investing platform where members can build a portfolio of stocks, bonds, options, ETFs, crypto, and alternative assets—plus get an industry-leading 5.1%* APY with a high-yield cash account. Learn more.

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Skip Ahead:

(00:00) Welcome

(04:48) Is Apple underperforming?

(15:00) Silicon Valley’s Empathy Vacuum

(21:39) Sam Altman and OpenAI

(25:20) Technology vs. the spectacle of technology

(26:49) Standout products

(32:31) The most interesting ‘sexy’ chart in the world

(34:46) The most interesting ‘boring’ chart in the world

(36:47) Different asset classes

(45:29) AI

(48:40) The 3 day reset

(51:35) Consumer Discretionary

(54:50) $VLO and $IMO

(58:24) Health and wellness

(01:03:00) What Om is excited about

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Referenced:

• Silicon Valley’s Empathy Vacuum - https://om.co/2024/05/27/silicon-valleys-empathy-vacuum/

• Gigaom founder Om Malik: My heart attack ‘was the best thing that happened to me’ - https://www.vox.com/2016/9/8/12825866/om-malik-gigaom-true-ventures-blogging-heart-attack-recode-media-podcast

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All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision.

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