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Mind The Gaps + Packy McCormick Is Winning The Great Online Game
Manage episode 484186131 series 2866750
Guy Adami and Dan Nathan dive into recent conversations with notable figures in finance and tech, including a detailed discussion on the equity risk premium and bond market. They explore the implications of stagflation in the U.S., fluctuating treasury yields, and the impact of higher interest rates. The conversation covers various market dynamics and the potential for disruptive technologies, with a spotlight on generative AI, Bitcoin's performance, and stable coins.
After the break, Packy McCormick joins the discussion to share his insights on private tech companies, significant trends in the tech industry, and how innovative firms are set to disrupt incumbent markets. Highlights include an analysis of Tesla's market position, self-driving technology, the electrification revolution, and the future of startups inspired by Elon Musk's methodologies. The episode concludes with an in-depth look at the current state of notable tech stocks and broader market themes.
Checkout Packy's blog "Not Boring"
Also checkout...
Kyla Scanlon on Instagram
Watch John Coogan & TPBN
Pirate Wire Newsletters
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
778 episodes
Manage episode 484186131 series 2866750
Guy Adami and Dan Nathan dive into recent conversations with notable figures in finance and tech, including a detailed discussion on the equity risk premium and bond market. They explore the implications of stagflation in the U.S., fluctuating treasury yields, and the impact of higher interest rates. The conversation covers various market dynamics and the potential for disruptive technologies, with a spotlight on generative AI, Bitcoin's performance, and stable coins.
After the break, Packy McCormick joins the discussion to share his insights on private tech companies, significant trends in the tech industry, and how innovative firms are set to disrupt incumbent markets. Highlights include an analysis of Tesla's market position, self-driving technology, the electrification revolution, and the future of startups inspired by Elon Musk's methodologies. The episode concludes with an in-depth look at the current state of notable tech stocks and broader market themes.
Checkout Packy's blog "Not Boring"
Also checkout...
Kyla Scanlon on Instagram
Watch John Coogan & TPBN
Pirate Wire Newsletters
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
778 episodes
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