Palantir: Meme or Maestro? A Conversation with Dan Ives

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 12 May 2025

⏱️ 69 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Dan Nathan and Dan Ives, Global Head of Technology Research at Wedbush, engage in a detailed discussion on recent tech market dynamics. They reflect on a particularly challenging period in April, marked by falling markets, rising yields, and tariff impacts. They touch on topics like major tech earnings, AI developments, and enterprise spending trends. Ives highlights the importance of survey data in technology research and shares insights into companies like Microsoft, Amazon, Apple, and Google. The conversation also covers the future of AI-driven revenue, autonomous vehicles, and the importance of Apple's strategic decisions in the evolving tech landscape. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

Click on a timestamp to play from that location

0:00.0	Balance your trading strategy by adding futures. CME group helps you manage risk and capture opportunities in all market environments.
0:09.1	Capitalize on around the clock access to highly liquid global futures and options market across all major asset classes.
0:16.9	Just visit your online broker and get started.
0:19.7	Plug into valuable educational materials and trading tools and see what adding futures can do for you at cMEgroup.com slash on the tape.
0:31.2	IConnections is the largest membership only platform for the alternative investment industry, bringing together thousands of fund managers
0:38.5	and allocators on a single powerful platform. Through its platform and premier in-person events,
0:44.7	I Connections reimagines how the industry connects, empowering allocators and managers to meet,
0:50.6	build relationships, and do business anytime, anywhere. This June, join us at Global
0:56.6	Alts, New York, June 9th and 10th, one of the most anticipated alternative investment events
1:02.6	of the year where deals happen. Thousands of curated one-on-one meetings, cutting-edge thought
1:08.4	leadership, and unmatched networking opportunities all in one place.
1:12.7	To explore more about IConnections events and gain access to its members-only platform,
1:18.4	visit IConnections.io.
1:21.4	SoFi, the All-N-One super app for banking, borrowing, and investing.
1:25.8	Earned industry-leading APY, get great loan rates and trade stocks.
1:30.3	SoFi. Get your money right.
1:32.7	Banking products and loans offered by SoFi Bank, N-M-L-S-9-6-8-9-1, brokerage and
1:40.0	active investing products offered through So-Fiurities LLC member FINRA SIPC.
1:46.8	Welcome to a very special edition. It's an only Dan's edition of the Risk
1:51.1	Reversial podcast. Dan Ives here with me, Global Head of Technology Research Ed Wedbush. Dan,
1:56.2	welcome back. Great to be here. You and I had one of my most enjoyable conversations that I've had in a very long time.
2:03.1	It was on April 11th.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from RiskReversal Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of RiskReversal Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.