Dan Niles: Microsoft’s AI Edge & Hidden Risks For Tech This Fall

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 18 July 2025

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan welcomes Dan Niles, founder and portfolio manager at Niles Investment Management. They discuss Niles' approach to investment transparency and review his recent mid-year market update. The conversation covers the U.S.-China race in AI technology, macroeconomic trends, and the impact of tariffs. Niles highlights the performance and strategies of major tech companies including Nvidia, Microsoft, and their implications on the market. They also explore the potential overbuild in AI infrastructure and future market corrections. Additionally, Niles provides insights on the significance of macroeconomic indicators like debt-to-GDP ratios and the importance of valuations, emphasizing the interconnectedness of global markets. Links Dan Niles on X: https://x.com/DanielTNiles Dan's Website: https://www.nilesinvestmentmanagement.com/ Master Investor Podcast: https://www.youtube.com/watch?v=ZUFttITJpAY —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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