

The Tech Stocks Partying Like it’s 1999
4 snips Aug 15, 2024
Dan Nathan, a sharp market analyst, joins former hedge fund manager Guy Adami and strategist Carter Worth for a lively conversation. They dive into Walmart’s surprising earnings, linking consumer trends to GDP implications. The trio analyzes S&P chart shifts, focusing on investor psychology and corporate buybacks. They also dissect AMAT and Palantir's stock fluctuations, weighing the impact of generative AI on valuations. Finally, they draw parallels between today's tech investments and past bubbles, underscoring the need for careful market evaluation.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 3min
Navigating Economic Indicators and Federal Reserve Decisions
02:57 • 2min
Market Dynamics and Investor Psychology
05:06 • 28min
Stock Analysis and Market Trends
32:51 • 4min
Navigating Stock Analysis: Log vs. Arithmetic Charts and Market Trends
36:30 • 4min
The Dynamics of Private Investments in Tech Markets
40:13 • 5min