Gene Munster: Tesla + Google Earnings Preview

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 22 April 2025

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan hosts Gene Munster, Managing Partner at Deepwater Asset Management, on the Risk Reversal Podcast. They discuss the frustrating state of the stock market, focusing on issues such as tariffs, trade wars, and economic fundamentals. Gene shares a personal anecdote about market prediction challenges and reflects on the economic outlook amid geopolitical tensions. They delve into the performance of major stocks, including Tesla and Google, and explore the impact of AI and search technologies on Google's business model. The episode also touches on Nvidia's challenges due to export bans and the pressure on tech stocks. Dan and Gene provide an in-depth analysis of market conditions and future projections, emphasizing the importance of both short-term awareness and long-term optimism. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:00.0	When will M&A activity pick up? Will this year mark the return of IPOs? Listen to strategic alternatives,
0:07.2	a podcast from RBC Capital Markets, to get insights on these questions and more. Explore the trends in
0:14.0	market forces impacting deal flow and find out how companies, investors are shifting their strategies
0:19.3	to drive growth and unlock value.
0:21.7	Listen and subscribe to Strategic Alternatives Today, available wherever you get your podcasts.
0:27.7	Guy, I'm sure you're already up to speed on all things current.
0:31.1	Of course I am.
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0:55.9	com slash okay. Current is a financial technology company, not a bank. Banking services provided by
1:02.7	Choice Financial Group member FDIC and Cross River Bank member FDIC. Paycheck Advance is offered by
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1:17.4	For full terms and conditions, visit current.com or call 888-851-1172 for more information.
1:26.9	Welcome to the Risk Reversal Podcast.
1:29.1	I'm Dan Nathan.
1:29.9	I'm joined by Gene Munster.
1:31.7	He is the managing partner at Deepwater Asset Management.
1:35.1	Gene, welcome back to the pod.
	...

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