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RiskReversal Pod

Okay, Computer 6/8/22: Tech’s Rekt’oning with Gene Munster

RiskReversal Pod

RiskReversal Media

Investing, Business News, News, Business

4.7836 Ratings

🗓️ 8 June 2022

⏱️ 55 minutes

🧾️ Download transcript

Summary

Dan talks with tech investor & Loup Ventures’ co-founder Gene Munster about the June quarter being a reckoning for tech stocks (5:17), his optimistic outlook for the markets in 2023 (18:45), why he’s bullish on Apple CarPlay after Apple’s Worldwide Developers Conference (25:05), who’s most likely to become Tim Cook’s successor (30;48), if Amazon CEO Andy Jassy is still right for the job after Amazon’s recent stumbles (37:07), how Elon Musk’s Twitter drama is distracting him from what he’s great at (42:52), why Tesla remains lightyears ahead of its electric car competition (49:55), and Loup’s startup portfolio performance amid economic turmoil (54:04). —- Email us at contact@riskreversal.com 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.

0:26.6

Thanks.

0:28.4

Welcome to OK Computer.

0:29.7

I'm Dan Nathan.

0:30.6

I have a very special co-host guest this week.

0:33.6

His name is Gene Munster.

0:34.8

If you are a listener of OK Computer or on the tape, you know Gene,

0:38.3

because you also know that he's been doing CNBC for probably longer than I have. Gene from Loop Ventures,

0:45.7

welcome to OK Computer. Dan, it's a pleasure. That's an understatement. Huge fan of all you do and fun to be here.

0:52.7

You had this illustrious career at Piper

0:55.1

Jaffrey as a tech analyst, what, 21 years or so. And in 2017, you started Loop Ventures. Tell

1:03.2

our listener a little bit what it is because a lot of our listeners or viewers still see you in the

1:09.0

financial media. They see you coming on fast money or other

1:12.2

shows on CNBC breaking down news the way an analyst might, a research analyst, but you're also doing

1:17.5

principal investing and a whole host of other things. Tell us what's going on over there, Luke.

1:22.0

So Loop is a investment platform. We have three different investment products. We have an early stage venture fund.

...

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