31:48

EssentialDaily Briefing

What's the Matter With Big Tech?

Featuring Maggie Lake and Eric Jackson

December 06 at 9:00PM • 31 minutes

Essential

Daily Briefing

What's the Matter With Big Tech?

Investors are becoming more concerned about the growth picture.

55

12

Featuring Maggie Lake and Eric Jackson

December 06 at 9:00PM • 31 minutes

The U.S. equity sell-off extended to a fourth straight trading session today, as the tech-heavy Nasdaq Composite again led to the downside with a 2.18% loss two hours ahead of the close. Meta Platforms is under regulatory scrutiny in the European Union, Apple is contending with supply-chain restructuring, and Tesla faces stiffening competition amid its CEO’s social media dabbling. And job cuts across the broad tech sector suggest we may be witnessing the end of an era. Maggie Lake welcomes Eric Jackson, the founder of EMJ Capital, to talk about what’s happening with big tech – and to distinguish it from growth tech. We also hear from Whitney Baker, the founder of Totem Macro, about the challenges of building more robust supply chains. Watch the full conversation between Whitney Baker and Andreas Steno Larsen here: https://rvtv.io/perform. We want to hear from you too – please share your questions, comments, and suggestions! Editor’s Note: Our live chat feature remains unavailable as we upgrade our video player technology. We apologize for the temporary loss of function. But we assure you the upgrade will more than justify the wait. In the meantime, we will be monitoring the comments section. So, in addition to conversing with your fellow community members, please share your questions there.

Show More

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

More Episodes

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

More Episodes

COMMENTS

Sort By
  • Newest First
  • Oldest First
  • Top Rated
  • Most Discussed
  • Most Controversial

Access Essential Content

This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?

See Our Plans

Already have an account? Log In