Dan Niles On Mag7 Guidance + Nvidia Earnings Preview | Okay, Computer.

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RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 21 August 2024

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Dan Niles, the founder of Niles Investment Management, dive into a comprehensive discussion on the current macroeconomic landscape, highlighting the implications of Federal Reserve policies and market expectations. They explore the potential for a soft landing in the U.S. economy, emphasizing the critical role of unemployment and inflation metrics. The conversation extends to the tech sector's 'Magnificent Seven,' focusing on recent earnings trends, AI capital expenditures, and the varying performances of tech giants such as NVIDIA, Microsoft, Apple, and Amazon. They also examine the cyclical nature of tech upgrades, particularly in relation to Apple's latest innovations, and the long-term impact of AI advancements on market dynamics. — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

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0:00.0	All right, welcome to OK Computer.
0:02.8	I'm Dan Nathan, joined by Dan Niles.
0:05.4	He is the founder of Niles Investment Management.
0:08.8	Dan, welcome back to the pod.
0:10.4	Great to be on, Dan.
0:11.4	All right, here's one thing.
0:12.4	I just got to get this out of the way.
0:14.3	You are an amazingly transparent investor in the marketplace.
0:18.7	Your Twitter feed is a lot going on there. And it's marked to market,
0:22.3	which I always find really interesting. And there's one of those things where you have the
0:27.4	opportunity to quote tweet and said, on August 5th, I said this, that or the other thing. And I'll
0:31.4	just mention that for anyone who wants more information about Dan and his firm, you can go to Niles
0:37.4	investment management.com.
0:39.2	All right, Dan, one of the things I want to do here is talk a little bit about the macro.
0:43.3	You and I go way back to late 90s, and I always thought of you as just the acts and everything
0:48.5	going on in tech. But as you and I have spent more time on the pod and on CNBC over the last few
0:53.7	years, you've developed over the last,
0:55.9	I think, couple decades, a real knack for the macro. And I think that you probably like to start
1:00.9	top down and then work the bottoms up with the stuff that you do very well on a single stock basis.
1:06.2	So we're going to do a couple things today. We're going to talk about your macro view. And there's a lot going on over the next,
1:11.8	let's call it, month or so.
1:13.6	And then also, let's focus on some of these tech names
	...

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