Mind The Gaps + Packy McCormick Is Winning The Great Online Game

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 22 May 2025

⏱️ 67 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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" The Great Online Game Meter Base Power Company Also checkout... Kyla Scanlon on Instagram Watch John Coogan & TPBN Pirate Wire Newsletters —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0	When will M&A activity pick up? Will this year mark the return of IPOs? Listen to strategic alternatives,
0:07.2	a podcast from RBC Capital Markets, to get insights on these questions and more. Explore the trends in
0:14.0	market forces impacting deal flow and find out how companies, investors are shifting their strategies
0:19.3	to drive growth and unlock value.
0:21.7	Listen and subscribe to Strategic Alternatives Today, available wherever you get your podcasts.
0:27.4	To be invested with Betterment is to believe in better. Whether it's saving for today
0:31.8	or building wealth for tomorrow, they help people and small businesses put their money to work.
0:36.8	They automate to make savings simpler.
0:38.8	They optimize to make investing smarter.
0:41.0	They build innovative technology backed by financial experts for anyone who's ever said,
0:45.8	I think I can do better.
0:47.4	So be invested in yourself.
0:48.9	Be invested in your business.
0:50.3	Be invested in better with betterment.
0:52.3	Get started at betterment.com.
0:56.1	A warm welcome to the Risk Reversal podcast. Guy Adami always joined by the great Dan Nathan.
1:02.3	By the way, you had a great conversation with Pachy McCormick.
1:05.8	I did. One of our first guests on the On the Tape podcast going back to 21.
1:09.7	I think he's a brilliant thinker.
1:11.6	He's been all over generative AI and some of the disruptive sort of situations going on.
1:16.6	We hit Tesla.
1:18.6	We hit a lot of the big, you know, hyperscalers and a whole host of other things.
	...

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