TechCheck

Latest Episodes:

Fintech’s Recent Fall, Evercore’s Top Five Product Catalysts of 2022 & Tech’s Favorite Tax Loophole Dec 29, 2021

Show notes

Our anchors begin today’s show highlighting the underperformance of fintech, with insight from Mizuho Managing Director Dan Dolev on opportunities within the sector. Next, CNBC’s Mike Santoli joins to cover the mega-cap stocks driving the market’s latest rally. Evercore ISI Head of Internet Research Mark Mahaney also focuses on his top five product development catalysts in 2022, including Uber’s subscription service and Netflix branching into gaming. Then, our Deirdre Bosa takes a look at how Apple, Alphabet and other tech firms are spending massive amounts of cash, and CNBC’s Josh Lipton covers strong performers in the cybersecurity sector. Later, our team recaps CNBC’s final quarterly stock report of the year, and New York Times reporter Maureen Farrell discusses her recent article on tech’s favorite tax loophole. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple Closes NYC Stores Amid Covid Surge, Mizuho Securities Analyst Vijay Rakesh on Chipmakers to Watch in 2022 & Automattic CEO Matt Mullenweg on the Internet’s Future Dec 28, 2021

Show notes

Our anchors begin today’s show with Apple closing its New York City stores due to omicron concerns as the stock once again inches towards a $3 trillion market cap. Then, Leuthold Group Chief Investment Strategist Jim Paulsen discusses his outlook for 2022, including his projection that tech and growth stocks will underperform broader market plays in the first half of new year. Next, our team shifts focus to semis: CNBC’s Josh Lipton joins with insight into investors’ favorite chipmakers, followed by a closer look at the sector with Mizuho Securities Senior Semiconductor Analyst Vijay Rakesh. Automattic CEO and WordPress Co-Founder Matt Mullenweg also shares his thoughts on the internet’s future and open web. Later, CNBC’s Bob Pisani highlights the underperformance of Cathie Wood’s ARK Fund this year, and our Deirdre Bosa covers the broader collapse of stocks that went public via SPAC in 2021. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

S&P Reaches a Record High, Truist’s Top Internet Picks for 2022 & Why Bitcoin is Worse Than a Ponzi Scheme Dec 27, 2021

Show notes

Our anchors begin today’s show with insight from CNBC’s Mike Santoli on the S&P hitting a record high and stocks having the greatest impact on the index this year. Next, CNBC’s Courtney Reagan covers retail winners from this holiday season, and Wilmington Trust’s Meghan Shue offers guidance on tech stocks in the year ahead. Truist Securities Senior Internet Analyst Youssef Squali also delivers his top internet picks for 2022, including Alphabet and Meta. Then, our Carl Quintanilla profiles Apple facing antitrust scrutiny in the Netherlands over app store fees, and CNBC’s Leslie Picker recaps this year’s wave of underperforming SPACs and IPOs. Later, non-resident senior fellow at Boston University’s Global Development Policy Center Robert McCauley joins to discuss his piece where he argues that comparing Bitcoin to a Ponzi scheme is unfair to Ponzi schemes. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Satori Fund’s Dan Niles Talks Tech Picks, Trivago CEO Axel Hefer on Holiday Travel Trends & Exclusive Interview with Dwayne Johnson Dec 23, 2021

Show notes

Our anchors begin today’s show looking at the S&P hovering within 1% of all-time highs, with tech outperforming all other sectors on the week. Next, Dan Niles, founder and senior portfolio manager of the Satori Fund, joins with his top tech picks of 2022, and our Julia Boorstin highlights why shares of JD.com are sinking today. Trivago CEO Axel Hefer also visits with insight into how the omicron variant is affecting holiday travel trends. Then, our anchors take a look at MKM’s list of high-impact, low-probability predictions for the year ahead. Plus, actor and founder of Teremana Tequila and ZOA Energy Dwayne Johnson joins in an exclusive interview to discuss his latest blockbuster hit, his success in the spirits industry and much more. And later, it’s the final day of Julia Boorstin’s three-part deep dive into the metaverse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What is a Tech Stock?, High-Profile Names Set to Miss CES & Triller CEO Mahi de Silva’s Plans to Go Public Dec 22, 2021

Show notes

Our anchors kick off today’s show with a trio of bullish calls on Amazon. Then, Credit Suisse Chief Equity Strategist and Head of Quantitative Research Jonathan Golub joins to take a deep dive into what defines a tech stock. Next, our Julia Boorstin covers a string of high-profile names missing CES this year amid Covid concerns. She also premieres day two of her three-part series on the metaverse. Then, Needham analyst Bernie McTernan joins to discuss ways companies are monetizing the metaverse. Next, video app Triller’s CEO Mahi de Silva joins as his company announces plans to go public through a reverse merger that is expected to value the company at $5 billion. Plus, we bring in Bank of America analyst Craig Siegenthaler for insight into his bearish outlook on Robinhood. And later, CNBC’s Kate Rooney takes a look at recent tweets from Elon Musk and Jack Dorsey, highlighting their comments on Web3 and venture capital. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quarterly Results from Micron and Braze, Exclusive Highlights from Bob Iger’s Exit Interview & Building the Metaverse Dec 21, 2021

Show notes

Our anchors begin today’s show on semiconductor maker Micron’s quarterly results, with insight from Cowen’s Karl Ackerman. Then, CNBC’s Mike Santoli joins to look at the broader market picture, focusing on the performance of e-commerce over the past two years. Next, we turn to the highlights from an exclusive interview CNBC’s David Faber held with Disney Chairman Bob Iger, who is stepping down at the end of the year. Wall Street Journal reporter and CNBC contributor Gunjan Banerji also joins to share her take on the market, and our Julia Boorstin launches day one of her three-part series profiling the metaverse. Later, our anchors cover tweets from Elon Musk and Jack Dorsey on Web3, and Bill Magnuson, CEO of cloud marketing firm Braze, visits to discuss his company’s Q3 results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oracle to Acquire Medical Records Company Cerner, LinkedIn Co-Founder Reid Hoffman on the Metaverse & Citi’s Tyler Radke on Software Sector Winners Dec 20, 2021

Show notes

Our anchors begin the show analyzing today’s sell-off with CNBC’s Mike Santoli before discussing Oracle’s largest-ever acquisition of medical records company Cerner. Then, Wedbush Securities Head of Technology and Media Trading Joel Kulina joins with insight on worthwhile investments in the current trading environment. Next, LinkedIn Co-Founder Reid Hoffman is here to talk investing in the metaverse, crypto and much more. Citi Analyst Tyler Radke also takes a deep dive into winners in the software sector, and our Jon Fortt previews his interview on inflation pressures and tightening supply with Honeywell CEO Darius Adamczyk. Later, CNBC’s Phil LeBeau covers the EV incentives at risk if the Build Back Better Act fails in the Senate, and our Julia Boorstin highlights the massive opening weekend for Spider-Man: No Way Home. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bank of America’s Top Picks, Investing in Cloud & Peloton’s Ride Lower Dec 17, 2021

Show notes

Our anchors are joined by guest anchor The Verge’s Editor-in-Chief Nilay Patel this Friday morning. They start off today’s show with a check on the markets with NorthmanTrader Founder Sven Henrich. Then, Bank of America Analyst Justin Post joins to discuss his top picks going into 2022, which include Amazon and Uber. Next, Index Ventures’ Nina Achadjian is here to speak about cloud stocks, zeroing in on the vertical SaaS space. We also have CNBC’s Phil LeBeau to cover why shares of Rivian are taking a tumble today. Then, we have the details on a crash in buy now, pay later stocks after the Consumer Financial Protection Bureau launched a probe into BNPL companies. And Later, “The Margins” Editor Ranjan Roy brings us his take on Peloton, saying he thinks the era of story stocks is over. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the Crash Already Here?, Sony Pictures CEO Ahead of New Spider-Man Release & Founders Fund’s Keith Rabois on the Future of Fintech Dec 16, 2021

Show notes

Our anchors start off the morning with shares of Adobe plummeting on weak guidance. Then, we are joined by Craft Ventures Co-Founder David Sacks, who says the crash is already here – it’s just not very evenly distributed. Sacks, who was an early investor in Reddit, also shares his thoughts on the social media company confidentially filing to go public. Next, Sony Pictures Chairman and CEO Tony Vinciquerra is here to discuss the upcoming release of “Spider-Man: No Way Home” as well as omicron’s potential impact on theater goers. We also have Founders Fund General Partner Keith Rabois to discuss tech valuations, Shopify, buy now, pay later and so much more. Then, CNBC’s Scott Cohn is here with the latest details on the Holmes trial as closing arguments begin today. And later, we cover Apple’s latest COVID-19 precautions. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bullish Sentiment on Semis, UBS’ Top Internet Picks & Samsara CEO on IPO Day Dec 15, 2021

Show notes

Our anchors start of the morning with a bunch of bullish street calls on semis. Then, UBS Analyst Lloyd Walmsley joins to talk about his top picks in the internet space. Next, CNBC’s Ylan Mui is here to cover tech executives meeting with the Biden Administration to discuss broadband access. We also have our own Deirdre Bosa join from vacation with breaking news out of Airbnb! Then, CNBC’s Bob Pisani is here to cover the significant fluctuations we’ve seen in tech valuations ahead of the Fed meeting this afternoon. Next, we have Former Cisco Systems CEO John Chambers to share where he sees opportunity in tech as we head into 2022. Plus, CNBC’s Jennifer Elias joins to bring us the scoop on Google’s vaccination rules. And later, Samsara Co-Founder and CEO Sanjit Biswas joins live from the New York Stock Exchange ahead of the company’s IPO. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected

Our TOPPODCAST Picks

Follow Us

Stay Connected

TechCheck

Related Podcasts

1

2

3

4

5

6