Man On Fire

Jan 12, 2024

Dan Ives, technology analyst and commentator joins Michael Batnick and Downtown Josh Brown on the podcast. They discuss the next big thing in technology, Tesla's 2024 outlook, Google's gains in AI, top cybersecurity stocks, and the best CEOs in the tech industry.

Ask episode

Chapters

Transcript

Episode notes

Introduction

00:00 • 2min

Las Vegas Trips and YouTube Show

01:36 • 3min

High School Locations, Area Codes, and the Spotlight

04:57 • 2min

Impact in the Tech Industry and the Importance of Being Informed

06:34 • 6min

Analyzing Investments: Details and the Bigger Picture

12:23 • 4min

Building a Strong Network and Independent Thinking

16:30 • 11min

AI Developments and the Potential for a Trillion-Dollar Company

27:33 • 9min

The Future of AI in Mobile Apps

36:30 • 12min

Alphabet's Progress in AI and Cloud Technology

48:10 • 13min

Tech Companies and Potential for Growth

01:01:35 • 9min

The Future Proof Conference Experience

01:10:58 • 8min

On episode 125 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Ives to discuss: the next big thing in technology, Tesla's 2024 outlook, Google gaining ground in AI, semiconductors, top cybersecurity stocks, the best CEOs, and much more!

Thanks to Dimensional ETFs for sponsoring this episode. To learn more about the Dimensional difference, visit: https://www.dimensional.com/

Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com

Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices