Tech Stocks Without A Net & A Conversation with Mark Mahaney

Dan Nathan welcomes Mark Mahaney, Senior Managing Director and Head of Internet Research at Evercore ISI, back to the RiskReversal Podcast. They discuss major shifts in the stock market, comparing today’s landscape with the dot-com bubble of 2000. Key topics include recent significant corrections in major tech stocks like Meta, Netflix, and Google, and the long-term investment opportunities these dislocations might present. Mark shares his investment strategy focusing on high-quality companies, the evolving internet landscape, and regulatory impacts on tech giants. The conversation also touches on the future of tech investments, the role of capital expenditures, and Uber's potential in the autonomous vehicle market. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Om Podcasten

Welcome to the RiskReversal Pod, where Dan Nathan and Guy Adami are joined by the most brilliant minds in markets and tech.  We break down the most important market moving headlines to help listeners make better informed investing decisions. Our goal is to deconstruct Wall Street speak and offer contrarian insights and strategies that help investors navigate increasingly volatile markets. Tune into the RiskReversal Pod Monday through Friday for succinct 30 minute pod drops of market analysis that you won't find anywhere else. For new episodes of On The Tape with Danny Moses, search "On The Tape" in your favorite podcast platform. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media