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RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 11 June 2024

⏱️ 50 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Dan Niles of Niles Investment Management discuss key financial and tech topics. They explore expectations for the upcoming Apple Worldwide Developers Conference and its potential impact on Apple's stock. The conversation covers Google, Microsoft, and their advancements in AI, along with Nvidia's future prospects amid expected spending digestion. They touch on Tesla's market challenges and job cuts in the tech industry. Additionally, they consider the implications of elections and geopolitical events on the economy, projecting potential market shifts and stressing the importance of data dependency and adapting to changing scenarios. Checkout Dan Niles on Twitter Timecodes 0:00 - Intro 4:00 - Dan's Macro Outlook 14:00 - Apple's AI Plan 28:30 - Enterprise Software 39:00 - Is Tesla Screwed? — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points 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 @dee_bosa 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 a special edition of OK Computer. I am Dan Nathan. I am joined by my friend Dan Niles. Dan, welcome back to the pod.
0:09.6	My pleasure as always, Dan.
0:11.5	You are the founder of Niles Investment Management. That is a firm that you founded in early April.
0:18.1	So for anybody who wants to hear more about Dan and his analysis, go to nilesinvestmentmanagement.com.
0:25.6	Dan, we got a lot of stuff to talk about here. So we are recording this on Monday. This is before the Apple
0:31.8	Worldwide Developers Conference. This is a conference that you probably have listened to or probably been at for,
0:39.5	you know, 20 years going back to the iPod, going to the iterations of the iPhone starting in
0:45.9	07. Obviously, Mac refreshes, iPad launches, the whole shebang. So this one is probably the most
0:52.8	important. You and I would probably agree since those
0:55.8	early days of the iPhone. So we're going to go over that. And obviously, that's a bit of a preview.
1:00.1	But a lot of stuff that's coming out of Herman from Bloomberg, it seems like he's got his finger
1:04.5	on the pulse about what's going on. So we can chat a little bit about that. Also, really important
1:08.7	to me, your macro views have been great over the last
1:11.5	couple of years since we've been talking. So I want to kind of hit you on the macro. We know we have a Fed
1:15.5	meeting this week. We have CPI just before that. We're not done with earnings. We have Oracle and
1:20.9	Adobe. And we've also seen a handful of kind of enterprise software names, some of these vendors report over the last few weeks and some
1:27.9	big moves. So I want to get your take on that. You've also had some good takes on just AI spend and
1:33.3	what we are expecting from a lot of these companies who've made some very big investments. And then
1:38.6	you had a great thread on Twitter last week that I mentioned on CNBC's Fast Money about NVIDIA and some of your
1:46.0	near-term expectations and they kind of how they jive with some of your very bullish
1:50.0	long-term expectations. So we're going to get hit all of that. Let's start, Dan, with the macro
1:55.2	and some of the things that you're expecting first from just kind of some of the economic data
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