Nothing But Net…Losses in 2022: A Discussion With Mark Mahaney & A Conversation on Fintech and Crypto with CTO and Co-Founder of Current, Trevor Marshall

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 21 December 2022

⏱️ 65 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan is joined by Guy Adami for a talk with Mark Mahaney, head of internet research at Evercore ISI, about the biggest lessons from a horrible year for tech and growth stocks (1:45), if Meta is ready for a comeback in 2023 (4:30), how a potential ban of TikTok in the U.S. could impact social media stocks (11:30), Elon Musk’s Twitter value destruction (15:00), Mark choosing Netflix as one of his top stock picks for 2023 (16:20), why Mark is still a long-term bull on Amazon (23:00), how Uber is finally getting traction (27:30), and if Yahoo can “rise from the ashes” under Apollo Global’s ownership (32:45). Later, Dan and Current CTO & co-founder Trevor Marshall discuss the impact & aftermath of the Ethereum merge on ETH and crypto (38:45), if investor confidence can be restored in crypto after its recent price collapse and scandals (40:45), how Current is navigating current challenges for the fintech industry (45:20), Trevor’s outlook for 2023 (56:30), Visa’s dominance in financial services (59:00) and if Google is preparing to enter the fintech space (1:02:15). ---- GET A FREE COPY OF MARK MAHANEY’S BOOK! For the first 100 listeners who leave a review of Okay, Computer or On The Tape in the podcast store and email a screenshot of it to [email protected], we’ll send you Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts. Please include your mailing address in the email! ---- View our show notes and transcript here ---- 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 the OK Computer podcast takeover of the On the Tape feed.
0:04.3	OK Computer is the latest offering for risk reversal media.
0:07.3	We're going to cover all things tech, public and private markets, the intersection of Web 2 and Web 3.
0:12.9	We have this amazing group of co-hosts and contributors.
0:16.5	This is going to be in the On the Tape feed for a short period of time.
0:19.2	So please follow OK Computer in your podcast stores.
0:23.1	So you get new episodes every Wednesday on your phone.
0:26.7	Thanks.
0:28.5	All right.
0:29.1	Welcome to OK Computer.
0:30.3	I am Dan Nathan.
0:31.1	We got a big show for you today.
0:33.5	We have Mark Mahaney.
0:34.5	He is a senior managing director and head of internet research at Evercore.
0:39.8	ISI. We also are bringing in the big guns. My co-host of On the Tape podcast, Guy Adami is going to join us for this conversation.
0:49.4	And also stay tuned because after we talk with Mark, I have Trevor Marshall.
0:54.9	He is the CTO and co-founder of Current.
0:58.0	And we're going to talk all things, crypto and fintech.
1:01.6	All right.
1:02.3	But first, Mark Mahaney, you are a legend.
1:05.2	Welcome to OK Computer.
1:08.2	Good to be here, Dan.
	...

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