Okay, Computer 12/28/22: What’s Past Is Prologue with Guy Adami

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 28 December 2022

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan and Guy Adami discuss if the current market slump will prove similar to the recession of the early 2000s (2:00), the outlook for IPOs in 2023 & why Databricks may be the key company to watch (8:00), the global glut of chips and its impact on semiconductor stocks (12:00), growing pressure inside the Biden administration to force a sale of TikTok’s U.S. operations (15:00), Third Point CEO Dan Loeb’s market predictions for 2023 (18:00), how Tesla’s plunge is squeezing far more than just Elon Musk’s die-hard fans (21:00), and if valuations will bottom out in 2023 (24:00). —- Check out the stories and tweets discussed in the episode: Unlimited Funds CIO Bob Elliott’s Twitter thread about the early 2000s recession The Information: Instacart, Databricks, Arm Could Lead the IPO Market Out of Its Freeze WSJ: Chip Inventories Swell as Consumers Buy Fewer Gadgets WSJ: TikTok Security Dilemma Revives Push for U.S. Control Third Point CEO Dan Loeb’s Twitter thread on his market outlook for 2023 ---- 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 OK Computer.
0:02.8	I am Dan Nathan.
0:03.7	I am here with a very special guest that OK computer listeners have gotten to know this year.
0:09.5	Guy Adami, my co-host from On the Tape.
0:12.6	Guy, you were the first guest of OK Computer to start this year out,
0:17.3	and you were going to be the last guest.
0:19.0	What do you make of that?
0:20.2	That's just sort of, I'm sort of like just, you know, I'm the last guest. What do you make of that? That's sort of,
0:21.1	I'm sort of like just, you know, I'm the, if I'm a yodel, in other words, like the outside,
0:26.8	please don't yodel, please don't yodel. The, all the inside is a good part and the outside is sort of
0:31.9	they put on there for a sort of packaging purposes. Oh, the yodel pastry. That's what you're talking about. By the way, I love Metallica.
0:40.5	As I've said, a number of times,
0:42.2	that OK Computer album was their best one.
0:44.3	Well, let me just say this.
0:45.9	Okay, so obviously you're referring to Radiohead,
0:48.2	and obviously the name of this fine podcast
0:50.1	is a play on a 1997 album by the aforementioned radio head here. So you'll continue to make
0:57.6	that comment. But you will also be, you will also be in agreement with another Georgetown Hoya
1:03.6	grad, Kara Swisher, who came on the podcast early this year and said, I hate the name. She literally
1:09.5	just flat out said that.
1:11.2	So thanks a lot, Kara.
1:12.7	I hope you'll come back, and I do hope she comes back,
	...

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