Bullish or Bearish: The Biggest Headlines for 2024
Jan 15, 2024
38:22
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The hosts discuss the Apple Vision Pro virtual reality headset and its potential impact on the metaverse. They also share their opinions on companies like Skims, Panera, and Reddit. The podcast covers IPO prospects for 2024 and the showdown between big food and big pharma. They explore the role of hybrids in the future of the automotive industry. The future of movie theaters and the Olympics are also debated.
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Quick takeaways
The Apple Vision Pro VR headset launch is generating debate due to its innovative technology and high price tag.
The clash between big food and big pharma is intensifying, with concerns about expensive drugs and the rise of hybrids.
Deep dives
Apple Vision Pro VR headset
The upcoming release of the Apple Vision Pro VR headset, set to be the company's biggest product launch in a decade, has sparked debate. While some are bullish, citing Apple's innovative spatial computing technology and robust app developer community, others are bearish, pointing to the high price tag and lack of a compelling use case for VR headsets.
Initial Public Offerings (IPOs)
The IPO market in 2024 is generating significant interest, with several private companies slated to go public. While some are bullish, believing that the IPO market will thrive and that certain companies like Skims and Panera have the potential for success, others are bearish, citing concerns about a potential market pop and questioning the value and differentiation of companies like Reddit.
Big Food vs. Big Pharma
The clash between Big Food and Big Pharma has intensified with the emergence of GLP1 drugs like Ozempic and Wagovii, which have shown remarkable weight loss benefits. While some are bullish on Big Snack, highlighting its ability to adapt to changing trends and develop health-focused products, others are bearish on this industry, expressing concerns about the expensive nature of these drugs and the growing popularity of hybrids.
The Future of Movie Theaters
Opinions are divided on the future of movie theaters. While some are bullish, believing that the resurgence of original content and new models like Taylor Swift's distribution channel will drive success, others are bearish, pointing to declining viewership numbers, backlash against theaters, and the rise of sequels.
Episode 235: Toby, Neal and Kyle all get together to look ahead to the rest of 2024 and explain what they are bullish or bearish on. Topics include; the Apple Vision Pro, electric vehicles, IPOs, big food vs big pharma, movie theaters, and much more!