No Mulligans In Markets with Dan Ives

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 11 April 2025

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Dan Nathan is joined by Dan Ives, Global Head of Technology Research at Wedbush Securities, to discuss the current state of the tech sector and broader market dynamics. The podcast covers a range of topics including the impact of tariffs on the U.S. tech industry, the potential long-term effects on supply chains, and the implications for major tech companies like Nvidia, Apple, Microsoft, Google, Meta, Amazon, and Tesla. Dan Ives shares his concerns about the structural damage to the tech sector and provides insight into his revised earnings estimates for these companies. The conversation also touches on the resilience of certain stocks, the anticipated performance of hyperscalers, and the broader economic challenges posed by current U.S. policies. Despite the market volatility, both Dans emphasize the importance of staying well-informed and managing investment strategies carefully during uncertain times. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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1:22.6	All right, welcome to a very special edition of the Risk Reversial podcast.
1:27.0	I'm Dan Nathan.
1:28.7	I'm joined by Dan Ives.
1:29.7	Only Dan's today.
1:33.2	This is Global Head of Technology Research at Wedbush Securities.
1:34.1	Dan, welcome back to the podcast. No, it's great to be here, especially during this time.
1:36.5	You look tired.
1:37.3	I mean, let me just tell you.
1:38.3	You look tired because every time I look up, you're either on this news broadcast or that news broadcast and you're actually,
	...

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