Dan Niles on Big Tech Stocks and the AI Revolution | #485

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 14 June 2023

⏱️ 69 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today’s guest is Dan Niles, Portfolio Manager of the Satori Fund, a US focused, technology biased, large capitalization, long-short equity fund. In today’s episode, Dan shares how his macro outlook is impacting his valuation of the big tech names. And of course, he gives his thoughts about how AI will either help or hurt some those same companies. He also spends time discussing timeless topics like the art of shorting, the importance of cutting your losses, and why he believes the most important trait for an investor is having emotional control. As we wind down, Dan shares some risks he thinks the market may be overlooking as we head into the second half of the year. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mepp Faber Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser. Better
0:17.4	investing starts here.
0:19.8	Matt Baber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Did the industry regulations, he will now discuss any of Cambry's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion
0:31.1	of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:36.4	What's up everybody?
0:40.4	We got another fun episode today.
0:42.1	Our guest is Dan Niles portfolio manager of the
0:44.8	Satore Fund a US-focused technology biased large cap long short equity fund today's
0:51.1	episode Dan shares how his macro outlook is impacting his valuation of the big tech names. He shares some ideas and of course he gives his thoughts about how AI will either help or hurt some of those same companies.
1:03.2	He also spends time discussing timeless topics like the art of shorting,
1:06.8	the importance of cutting your losses, and why he believes the most important
1:10.4	trait for an investor is having emotional control.
1:13.4	As we wind down, Dan shares some risks he think the market may be overlooking
1:17.1	as we head into the second half of this year.
1:19.9	This episode is brought to you by 10 East.
1:22.4	Long time listeners know I've invested in private markets quite a bit myself.
1:26.6	But with access to these markets broadening, it can be hard to know where to find
	...

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