Mag7 > Nas93 with Trevor Marshall, CTO of Current | Okay, Computer Podcast

RiskReversal Pod

RiskReversal Media

Business News, Business, Investing, News

4.6 • 757 Ratings

🗓️ 4 October 2023

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of Okay, Computer. Dan Nathan is joined by his “On The Tape” co-host Guy Adami to discuss the flight to quality in the public markets (1:30), valuations as a timing tool (4:30), Big Tech Takes a Back Seat After the AI Hype Cycle (6:00), Goldman Sees Earnings-Led Rally in Big Tech Stocks After Rout (8:40), semiconductor stocks (11:40), and big tech technicals (13:30). Later, Trevor Marshall of Current drops by to discuss What to expect from SBF’s trial - and after (19:00), JPMorgan’s UK bank Chase to ban crypto transactions (12:30), Why the U.S. needs a better instant payments system (14:00) -- SURVEY: https://rb.gy/3m8if -- View our show notes here Learn more about Ro body: ro.co/okay 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

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0:00.0	Welcome to Ok Computer. I am Dan Nathan. I am joined by a very special guest. A podcast
0:07.0	extraordinaire. His name would be Guy C. Adami. He is my co-host on the tape. He is my co-host
0:15.8	on Market Call, both Risk Reversal Media Properties. He's also the original member of CNBC's fast money that if we make it until one guy January, it'll be how long?
0:25.6	If we make it until January, it's 17 years. Is podcast, it's like when you, is it now a verb?
0:31.2	Yeah, you're like podcast. Yeah, like you're Googling something. Yeah. No, look. And who would have thought a guy who's never listened to a single podcast in his life
0:40.7	has probably co-hosted hundreds of podcasts.
0:43.9	How about that?
0:44.5	I have a great conversation with Trevor Marshall that's going to come on right after this.
0:48.2	Trevor is the CTO and co-founder of Current, a fine sponsor of this program.
0:53.2	Okay, Computer.
0:53.9	We're going to talk about SBF's FTX trial.
0:57.5	How about that?
0:58.1	That starts today as we are recording this.
1:01.7	We're also going to cover some stuff going on in FinTechland and just hit tech in general.
1:05.7	But I wanted you on right now because you and I, it's funny.
1:08.8	I don't think you would consider yourself a techophile or
1:12.2	anything of the, but you've been commenting on technology on the sectors, on individual stocks,
1:17.7	on CNBC, on our pods for a very long time. And there's something interesting going on in the markets
1:21.7	right now, at least in the public markets guy. And we've been talking about this on all our pods
1:25.5	for a while. And at certain points,
1:27.7	it becomes more evident that there's been this flight to quality, if you will. The S&P is sold off
1:33.1	a little more than 8% from its recent highs. It really seemed to start during Q2 earnings period
	...

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