RiskReversal Pod Everything Old is New Again with Deirdre Bosa | Okay, Computer.
Jan 3, 2024
Tech-focused expert Deirdre Bosa discusses topics such as tech stocks starting the year off in the red, Apple's downgrade at Barclay's, the ad model of mega-cap tech companies, rising LinkedIn ad prices, OpenAI's revenue, the AI hype train, the IPO market, and Canva's stock sale.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Analyzing Stock Performance and Speculation Surrounding Tech Companies
04:01 • 11min
Discussion on Mega Cap Companies, Alphabet's Search for Another Business, and Headwinds
15:06 • 4min
Bullish Year for Mega-Cap Stocks and Role of Generative AI
18:55 • 5min
The Choice to Go Public, Risks and Benefits, and Market Performance
23:57 • 3min