About this episode
Dan and Guy Adami discuss if the current market slump will prove similar to the recession of the early 2000s (2:00), the outlook for IPOs in 2023 & why Databricks may be the key company to watch (8:00), the global glut of chips and its impact on semiconductor stocks (12:00), growing pressure inside the Biden administration to force a sale of TikTok’s U.S. operations (15:00), Third Point CEO Dan Loeb’s market predictions for 2023 (18:00), how Tesla’s plunge is squeezing far more than just Elon Musk’s die-hard fans (21:00), and if valuations will bottom out in 2023 (24:00). —- Check out the stories and tweets discussed in the episode: Unlimited Funds CIO Bob Elliott’s Twitter thread about the early 2000s recession The Information: Instacart, Databricks, Arm Could Lead the IPO Market Out of Its Freeze WSJ: Chip Inventories Swell as Consumers Buy Fewer Gadgets WSJ: TikTok Security Dilemma Revives Push for U.S. Control Third Point CEO Dan Loeb’s Twitter thread on his market outlook for 2023 ---- View our show notes and transcript here ---- Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod . We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page