
Max Wasserman
Co-Founder and Senior Portfolio Manager of Miramar Capital, providing insights on the macro environment and investment strategies.
Top 3 podcasts with Max Wasserman
Ranked by the Snipd community

11 snips
May 1, 2025 • 42min
Amazon, Apple Earnings and Musk's DOGE Days
Max Wasserman, Co-Founder and Senior Portfolio Manager of Miramar Capital, provides savvy insights into navigating current market challenges. He delves into the intricate impacts of Amazon and Apple’s latest earnings, discussing tariff implications and consumer behavior shifts. With a keen eye on Elon Musk's dual roles, Wasserman highlights investor sentiments amid Tesla's evolving focus. The conversation also touches on Eli Lilly's market dynamics and cautious investment strategies, painting a comprehensive picture of the economic landscape.

8 snips
Oct 9, 2024 • 40min
US Weighs Google Breakup in Historic Big Tech Antitrust Case
Mandeep Singh, a Senior Tech Industry Analyst, and Leah Nylen, an Antitrust Reporter, dive into the U.S. government's antitrust case against Google, exploring the possibility of breaking up the tech giant and its implications. Mark Gibson discusses the complexities unfolding in commercial real estate amidst Federal Reserve policies. John Kotek shares insights on Microsoft's collaboration with Constellation Energy, highlighting nuclear energy's resurgence. Max Wasserman analyzes market reactions to recent CPI figures and Fed maneuvers, providing a comprehensive view of the economic landscape.

Mar 10, 2025 • 34min
Market Volatility Raises Risk-On or Risk-Off Question
Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, discusses the unsettling trends in tech stocks and S&P 500 earnings. Gwenaelle Huet from Schneider Electric shares insights on the EU's economic future and the urgency of advancing energy policies. Michael Mackenzie, a Bloomberg News Rates Reporter, analyzes how bond markets react amidst political turbulence and recession fears. Max Wasserman, Senior Portfolio Manager at Miramar Capital, provides strategic investment insights during heightened market volatility.