EPISODE · Dec 28, 2022 · 29 MIN
Okay, Computer 12/28/22: What’s Past Is Prologue with Guy Adami
from RiskReversal Pod · host RiskReversal Media
Dan and Guy Adami discuss if the current market slump will prove similar to the recession of the early 2000s (2:00), the outlook for IPOs in 2023 & why Databricks may be the key company to watch (8:00), the global glut of chips and its impact on semiconductor stocks (12:00), growing pressure inside the Biden administration to force a sale of TikTok’s U.S. operations (15:00), Third Point CEO Dan Loeb’s market predictions for 2023 (18:00), how Tesla’s plunge is squeezing far more than just Elon Musk’s die-hard fans (21:00), and if valuations will bottom out in 2023 (24:00). —- Check out the stories and tweets discussed in the episode: Unlimited Funds CIO Bob Elliott’s Twitter thread about the early 2000s recession The Information: Instacart, Databricks, Arm Could Lead the IPO Market Out of Its Freeze WSJ: Chip Inventories Swell as Consumers Buy Fewer Gadgets WSJ: TikTok Security Dilemma Revives Push for U.S. Control Third Point CEO Dan Loeb’s Twitter thread on his market outlook for 2023 ---- View our show notes and transcript here ---- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
What this episode covers
Dan and Guy Adami discuss if the current market slump will prove similar to the recession of the early 2000s (2:00), the outlook for IPOs in 2023 & why Databricks may be the key company to watch (8:00), the global glut of chips and its impact on semiconductor stocks (12:00), growing pressure inside the Biden administration to force a sale of TikTok’s U.S. operations (15:00), Third Point CEO Dan Loeb’s market predictions for 2023 (18:00), how Tesla’s plunge is squeezing far more than just Elon Musk’s die-hard fans (21:00), and if valuations will bottom out in 2023 (24:00). —- Check out the stories and tweets discussed in the episode: Unlimited Funds CIO Bob Elliott’s Twitter thread about the early 2000s recession The Information: Instacart, Databricks, Arm Could Lead the IPO Market Out of Its Freeze WSJ: Chip Inventories Swell as Consumers Buy Fewer Gadgets WSJ: TikTok Security Dilemma Revives Push for U.S. Control Third Point CEO Dan Loeb’s Twitter thread on his market outlook for 2023 ---- View our show notes and transcript here ---- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
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Okay, Computer 12/28/22: What’s Past Is Prologue with Guy Adami
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