Mark Mahaney

Photographer Mark Mahaney, known for working with clients like Nike and Time magazine, talks about his recent cover shoot for Time featuring Martin Scorsese. He discusses using reference materials in photography, the pros and cons of sharing work in progress during a shoot, and the balance between compensation and personal satisfaction in jobs. He also shares insights on family support, transitioning to full-time photography, building relationships, and the importance of personal projects in honing skills.

Mark Mahaney, Senior Managing Director at Evercore ISI and a tech investment expert, shares his insights on identifying high-quality tech companies poised for significant growth. He emphasizes the importance of revenue growth and profitability while discussing Amazon and Netflix's market strategies. Mahaney analyzes Meta's strong positioning in contrast to Google and the rising opportunities in generative AI. Additionally, he explores the competitive landscape of the food delivery market, focusing on DoorDash's strategic edge. This engaging conversation dives deep into the future of tech investments.

Alan Blinder, former Fed Vice Chairman known for his expertise in monetary policy, joins top-rated analyst Mark Mahaney and CFRA's Angelo Zino. They dive into Meta's impressive earnings, underscoring AI investments and the digital advertising landscape. Qualcomm's CEO shares insights on the chipmaker's success in the automotive sector. The conversation also touches on the Fed's potential interest rate cuts and their impact on the market, along with discussions on other notable tech earnings from companies like Arm, eBay, and MGM.