Tech Investing 101: Insights From Imran Khan's Prolific Career | Okay, Computer.

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RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 13 November 2024

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Guy Adami provide an update on the past week in tech as investors digest what the regulatory environment will look like under a second Trump administration. From the rotation into software to Chinese internet names, the duo breaks it all down. Dan then welcomes Imran Khan (12:00), founder and CEO of Proem Asset Management, to discuss his distinguished career in finance, starting as an equity research analyst and moving through investment banking to fund management. Khan shares his experiences and lessons learned from leading significant tech deals, including Snap's pre-IPO phase and the Alibaba IPO. The conversation also delves into the evolution of market strategies, the current state of tech investments, AI opportunities, and the risks associated with the private market investments. Khan provides insights into his unique investment process, emphasizing risk management, long-term vision, and the importance of not falling in love with stocks. Additionally, the episode touches on the Dallas Leadership Summit, an event Khan organizes to reconnect and engage with his diverse network of industry professionals. — 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	Will M&A pick up in 2024?
0:02.2	Will this year mark the return of IPOs?
0:04.3	Listen to Strategic Alternatives, a podcast from RBC Capital Markets, to get fresh insights on the trends and market forces impacting deal flow across sectors and find out how companies and investors are preparing for potential surge in deal activity and what signals to watch for this year.
0:20.0	Listen and subscribe to
0:21.1	strategic alternatives the rbc capital markets podcast today wherever you get your
0:25.6	podcasts welcome to okay computer i'm dan nathan joined again by guy adami guy how are you
0:32.9	um well always a joy to join you on the okay computer. One of my favorite albums of all times, you know.
0:38.9	You're going to do it again. You know, Radiohead album. It's a fabulous album, but we're not going there right now, Guy.
0:44.6	You and I got a lot to talk about really quickly. We just want to hit a few names, hit some of the price actions since we talked last week.
0:50.1	I think we went over a lot of sectors. We went over a lot of things that we think might happen
0:54.4	under a new administration. As I think about tech primarily in the public markets, but stick
0:59.3	around for my conversation after this with Imran Khan. He's an old friend of mine. He is the
1:05.0	CIO and founder of Proem Asset Management. He's a former C.O. at SNAP. He was a massive investment banker. He took
1:13.4	Alibaba public, I want to say at least 10 years ago or so. So Imran and I, we go through his
1:19.3	process, how he thinks about different secular shifts in tech and a whole host of other things.
1:24.1	So stick around for that conversation. All right, guy, last week, like we said, we went through a bunch of these names. We talked about the potential for
1:30.4	regulatory, good and bad. So let's talk a little bit about what we're seeing right now. We've seen
1:36.2	the Mag 7 other than Tesla kind of goes sideways a little bit, which makes some sense.
1:40.8	They were the leaders for most of the year, most of the last year and a half, but let's first hit this move in Tesla. At its highs yesterday, that would have been Monday,
1:49.6	it was up 40% in just like a week and a half, right? So what's going on here? We know Elon was a
1:54.8	big backer of President Trump. He made a very binary bet on this. He's been rumored to have
2:00.6	some sort of maybe a role in the new administration, but it
	...

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