Alphabet & Amazon Earnings Preview with Gene Munster

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 4 February 2025

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management. They discuss the rebranding of the podcast and focus on three main topics: the impact of newly announced tariffs by the Trump administration on tech stocks, major earnings reports from Alphabet and Amazon, and an assessment of recent trends and potential winners and losers in the tech sector. The conversation covers reactions to the equity market's downward volatility, implications of higher interest rates, and the specifics around tariffs affecting companies like Apple and Amazon. They also delve into the competitive landscape of generative AI and the challenges facing Google’s search business, as well as the evolving opportunities in frontier tech. Check This Out Made in China, Sold on Amazon (Statista) American Sellers Lost Amazon to China (Marketplace Pulse) Ontario Cancels Starlink Deal, Bars US Firms From Government Contracts (Bloomberg) How technology works, and the ways it is impacting the world (Sharp Tech Podcast) Learn More: Deepwater Frontier Tech ETF — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia X: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:00.0	Guy, I'm sure you're already up to speed on all things current.
0:03.5	Of course I am.
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0:30.5	Current is a financial technology company, not a bank.
0:33.5	Banking services provided by Choice Financial Group member FDIC and Cross River Bank member FDIC.
0:40.0	Paycheck Advance is offered by Finco Advance LLC, a financial technology company, not a bank.
0:45.7	Eligibility and available amounts may vary and are subject to change at any time.
0:49.8	For full terms and conditions, visit current.com or call 888-851-1172 for more information.
0:58.0	Will M&A pick up in 2024?
1:00.0	Will this year mark the return of IPOs?
1:02.1	Listen to strategic alternatives, a podcast from RBC Capital Markets, to get fresh insights
1:07.1	on the trends in market forces impacting deal flow across sectors and find out how
1:11.9	companies and investors are preparing for potential surge in deal activity and what signals
1:16.4	to watch for this year. Listen and subscribe to strategic alternatives, the RBC Capital
	...

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