
RiskReversal Pod OnlyDans Tech Talk with Satori Fund’s Dan Niles | Okay, Computer.
Jan 10, 2024
Tech investor Dan Niles joins Dan Nathan for an entertaining episode. They discuss 2024 stock market outlook, mega-cap tech impact, Apple, Nvidia, Tesla, the AI Gold Rush, Meta, Amazon, Chinese Internet Stocks, Texas Instruments, and Biotech Stocks.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 5min
Monetary Policy Lags and Stock Market Impact
04:57 • 21min
Nvidia vs AMD: Earnings and Demand
25:33 • 7min
Exploring Top Picks for 2024 and Analyzing Meta's Growth Potential
32:14 • 4min
Amazon's AWS Growth and Retail Leverage
36:13 • 7min
Analyzing Alibaba and Texas Instruments
42:58 • 10min

