meta_pixel
Tapesearch Logo
Log in
RiskReversal Pod

Party on GARP with Deirdre Bosa, Joe Marchese, and Richard Betts | Okay, Computer. Podcast

RiskReversal Pod

RiskReversal Media

News, Investing, Business, Business News

4.6757 Ratings

🗓️ 8 November 2023

⏱️ 55 minutes

🧾️ Download transcript

Summary

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa chat about investors piling back into stocks (2:00), BlackRock going big on mega-cap (5:30), whether the AI bubble is reinflating (10:00), Datadog surging (12:30), OpenAI’s ‘Extinction Event’ For Other AI Startups (15:00), and Uber earnings (19:15). Later, Dan sits down with Joe Marchese and Richard Betts, co-CEOs of CKBG, about how Komos Tequila came to be (26:45), what sets Komos apart from other brands (33:20), building a luxury consumer product brand (27:00), breaking into the hospitality industry (39:20), the size of the tequila market (41:15), stayfrisky.com (43:30), Richard’s Tim Ferriss interview (46:30), being a master sommelier and why he gave it up (47:50), making the tequila the celebrity (53:20), and the Komos Foundation (54:30). Check out Deirdre’s report on self-driving cars View our show notes here Learn more about Ro body: ro.co/okay 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

Click on a timestamp to play from that location

0:00.0

Welcome to OK Computer. I am Dan Nathan joined by CN a whole host of stuff going on in the tech world.

0:23.2

But I got to tell you, once we get through all that,

0:24.6

I had a great conversation with very dear friends of mine.

0:27.7

Co-Ceos of Casascomos Brands Group,

0:30.2

that would be the maker of the most beautiful tequila that exists on the planet,

0:33.9

and that would be Como's tequila. I know, Debo, that you have had that. That would be Joe Marquesi of Human Ventures and his co-CEO, Richard Betts, who is the maker, former master

0:43.8

Somme maker of Como's tequila. So we go through the origin story there and really what goes

0:49.2

into making that fine product and the business that they are building. So stick around for that

0:53.3

conversation. You needed some

0:54.8

tequila for this week. I did. I will tell you, we recorded that. There was so much tech news.

1:00.0

We recorded that on Friday morning at 10 a.m. And we did drink, I think, a quarter of bottle of

1:04.7

comos while we were doing that. And, you know, I guess it's always tequila time somewhere.

1:09.1

It's interesting. I got two texts this morning within 15 minutes of each other.

1:12.8

One is from somebody in the business, and another is somebody who's in media, but is very

1:17.5

interested in the business or is interested in investing.

1:21.1

One of them said, here comes the end of the year panic tech buying.

1:24.2

The other one said, today's that day in November, I realize I'm sitting on a bunch of cash,

1:27.9

and now I have to plow it into a bunch of funds or stocks and just kind of sit on it and hope

1:32.7

that they work out over the next few years. And it's that sort of rally that we're in right now.

1:36.3

The NASDAQ 100 is up over, you know, 9% or so. It looks like in a straight line over the last call it week and a half the S&P's up about 7% or so some of the

1:46.0

things that I'm seeing on my fact set screen I'm seeing data dog up nearly 30% snowflake up in sympathy

1:52.1

up 10% in MongoDB up 50%. There's stuff going on global foundries was up 8% this morning off

...

Please login to see the full transcript.

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.

Copyright © Tapesearch 2025.