

2021 Predictions Special: the future of markets, healthcare, and media
Dec 22, 2020
In a lively discussion, the hosts and their insightful guests tackle the shifting market dynamics and tech predictions for 2021. They dive into the implications of automation on jobs and advocate for corporate responsibility and diversity. The conversation moves to healthcare changes and competition among major retailers post-pandemic, emphasizing the evolving media landscape. With light-hearted predictions from young voices, they explore consumer trends and the potential of platforms like Disney Plus and Apple TV Plus.
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Transcript
Episode notes
Tech Takeovers
- Several tech companies will be involved in merger talks in 2021.
- Andrew Ross Sorkin predicts talks involving Dropbox, Box, Twitter, Snap, and Adobe.
SPAC Underperformance
- SPACs will likely underperform in the long term due to overpaying for private companies.
- The influx of SPAC capital exceeds the number of quality targets.
Robinhood Menace
- Stimulus dispersion fuels risky investments by young men into story stocks.
- This creates market volatility and potential systemic risk.