Tech Stocks Without A Net & A Conversation with Mark Mahaney

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 11 March 2025

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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

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.
0:04.1	Their app makes managing your money saving even building credit super easy, Dan.
0:08.7	They have a new feature called Paycheck Advance.
0:11.1	You can get up to $500 before payday when you switch your paycheck and qualify.
0:15.7	Now that I didn't know.
0:16.9	So now when you sign up and you set up direct deposit, you unlock so much more.
0:22.1	And it's super easy to get started.
0:23.7	Just go to current.com slash okay.
0:26.0	That's okay-a-y.
0:27.5	That's current.com slash okay.
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.
0:49.7	For full terms and conditions, visit current.com or call 888-851-1172 for more information.
0:58.1	When will M&A activity pick up?
1:00.0	Will this year mark the return of IPOs?
1:02.0	Listen to strategic alternatives, a podcast from RBC Capital Markets, to get insights on these questions and more.
1:08.3	Explore the trends in market forces impacting deal flow and find out
1:11.5	how companies and investors are shifting their strategies to drive growth and unlock value. Listen and
1:16.5	subscribe to strategic alternatives today, available wherever you get your podcasts.
	...

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