The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Gene Munster's Mag7 Review: AI Enthusiasm & Tariff Impacts
Manage episode 481096773 series 2938944
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Dan Nathan and Gene Munster, managing partner at Deepwater Asset Management, dive deep into the performance and future prospects of major tech companies. They begin with a nostalgic look at Apple's early ventures into audio products before moving into a comprehensive review of Apple's recent earnings call, highlighting China's impact on its performance and future AI integrations. The discussion then shifts to Microsoft's mixed results despite its early investments in generative AI, particularly through its partnership with OpenAI, and possible future partnerships with lesser-known AI companies like Anthropic. They also touch on Google's challenges with AI improvements and ad revenue, and how Gemini stacks up against OpenAI. The episode concludes with a critical view of Tesla's current market performance, Elon Musk's leadership, and potential future strategies, including a possible merger with his other ventures like X and XAI.
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FOLLOW US
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Twitter: @RiskReversal
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765 episodes
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Manage episode 481096773 series 2938944
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Dan Nathan and Gene Munster, managing partner at Deepwater Asset Management, dive deep into the performance and future prospects of major tech companies. They begin with a nostalgic look at Apple's early ventures into audio products before moving into a comprehensive review of Apple's recent earnings call, highlighting China's impact on its performance and future AI integrations. The discussion then shifts to Microsoft's mixed results despite its early investments in generative AI, particularly through its partnership with OpenAI, and possible future partnerships with lesser-known AI companies like Anthropic. They also touch on Google's challenges with AI improvements and ad revenue, and how Gemini stacks up against OpenAI. The episode concludes with a critical view of Tesla's current market performance, Elon Musk's leadership, and potential future strategies, including a possible merger with his other ventures like X and XAI.
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
765 episodes
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Similar to RiskReversal Pod
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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continue reading
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continue reading
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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