Timothy Ferriss’s Weblog, Page 12


Our anchors start today’s present breaking down IBM’s Q3 earnings with MoffettNathanson Partner Lisa Ellis, and Oppenheimer analyst Colin Rusch shares his take on the most recent results from Tesla. Then, our Julia Boorstin and Plexo Capital Founding Managing Partner Lo Toney take a deep dive into the digital ad area, and Satori Fund Founder Dan Niles shares his outlook for the broader market volatility. Next, CNBC’s Kristina Partsinevelos stories on the influence of U.S. chip restrictions on China for semiconductor gear maker Lam Research. Later, our Julia Boorstin returns for a closer look at AT&T as shares surge after posting a beat on the quarter. Our anchors begin today’s present with Cohesity CEO Sanjay Poonen discussing cybersecurity demand after Palo Alto Networks beat the Street in its newest earnings. Then, Wedgewood Partners CIO David Rolfe provides his bull case for Taiwan Semiconductor, and incoming Kraken CEO Dave Ripley provides an inside have a glance at the crypto trade as turmoil continues to overtake the digital foreign money panorama.

Over the last couple of months, they’ve posted footage of themselves at events with a few CNBCers. Anyone acquainted with enterprise media has to marvel, “Will the Najarians be part of a bunch of different CNBC ex-pats at Fox Biz?” Perhaps, however the guess right here is that Fox Biz is much extra excited about Hillary Clinton commentary than buy-write options evaluation. By TV standards, the obvious CNBC-Najarian break up is shifting at a glacial pace. On Twitter, we now have seen no pronouncements, but Jon Najarian’s deal with nonetheless curiously contains “Star HalftimeReport” with no mention of CNBC. Also, the Najarians not seem among the panelist bios of the Halftime Report and Fast Money house pages at CNBC.com. Jason said “the risk/reward plays fairly nicely here,” citing shares being down 54% this year, whereas Joe mentioned NFLX nonetheless has “one other 10 to 20% here probably,” whereas DIS doesn’t have that short-term potential.

Next, Madrona Venture Group Managing Partner Matt McIlwain offers his prediction for shares falling even additional, and CNBC’s Robert Frank reviews on the impression of this year’s market turbulence on American wealth. Later, CNBC’s Kate Rooney covers FTX winning the battle to buy crypto lender Voyager Digital out of chapter. Our anchors start today’s show with CNBC’s Steve Kovach breaking down chipmaker AMD’s choice to chop income steering for the quarter.

Wednesday’s (11/3) pre-Fed Halftime Report was simply as tedious as every pre-Fed program on CNBC as panelists appropriately guessed exactly what the Federal Reserve was going to announce in a pair hours. “These 1-day options, the speed of time decay in there Charles is so nice, that I think the odds are actually stacked towards you.” Joe insisted it “changed market sentiment.” Judge sided with Joe, stating we don’t know the “full fallout” but. Addressing a current trade that Judge tried to make an enormous deal out of on the time, Josh Brown said he sold META “a few days ago,” buying it at “about 99” the day it collapsed, calling it a “small commerce, didn’t really imply that much.”

Our anchors start today’s present trying on the recent sharp declines within the Nasdaq with CNBC’s Mike Santoli. Then, Craft Ventures Co-Founder David Sacks offers his perspective on the downturn, and DoorDash Co-Founder and CEO Tony Xu joins to discuss the meals supply platform’s latest earnings. Next, Invesco Global Head of ETFs and Indexed Strategies Anna Paglia and CalSTRS CIO Christopher Ailman share their outlook for the volatility in tech. Later, our Julia Boorstin breaks down the losses going through social media, entertainment and communications shares, and CNBC’s Kristina Partsinevelos appears at some of the prime gainers and laggards in tech amid the ongoing turbulence. Our anchors start today’s show masking Microsoft cutting its quarterly income and earnings steering, with perception from CNBC’s Steve Kovach and Bespoke Investment Group Co-Founder Paul Hickey.

Later, CNBC’s Mike Santoli provides his reasoning for why AMC’s recent rally is not a short squeeze. Cameo Co-Founder and CEO Steven Galanis and Fanhouse Co-Founder Jasmine Rice be a part of us this Thursday morning to share their ideas ethiopian airlines settles with resumed max on the battle between content material creators and Apple. Then, in a First on CNBC interview, Affirm CEO Max Levchin joins our anchors to discuss the company’s new partnership with Shopify.

Communication styles online have unspooled method sooner than anyone could make sense of them. I have a different problem, which is that when my boss slacks me “hi! ”, my blood pressure shoots through the roof as I wait for her to say something else and he or she doesn’t, at which point I enter a catatonic state.

Steve Weiss said he received stopped out of DKS “nearly as quickly as I put the trade on.” He stated it is a “low-cost inventory,” however mainly all retailers are. Joe mentioned he received again into LULU, as a result of “perhaps plenty of the bad information” is priced into retail names. On Thursday’s (5/26) Halftime Report, Jenny Harrington stated she’s getting “enthusiastic” about the market after the “ton of hard work” that is been accomplished. Brown mentioned if there’s a slowing within the economic system, AMZN and UBER will most likely take larger shares of their markets, suggesting a slowing financial system “puts less strain on the cost construction of those firms.” After Halftime, on Kelly Evans’ The Exchange, Danielle Shay of Simpler Trading said CHWY is losing money; “they’re simply fully hosed when it comes to earnings.”

Such has been the case this week, in a jaw-dropping rally so ferocious, we have began to wonder if they are going to open the Nasdaq on Saturday 7/30 so that folks can buy some more stock. Later within the show, Judge asked anybody inside shouting distance what they assume about the model new forthcoming tax on inventory buybacks (cooked up by Chuck Schumer, though Judge didn’t mention any names). Judge even stated it feels like “the hypocrisy here is wealthy,” questioning why members of Congress can trade shares in a “free market” while corporations won’t be in a position to buy again shares so freely. Judge and Jim Lebenthal noted how airlines had carried out buybacks and then sought bailouts in 2020; Jim stated “it is a hundred percent political.” Jim Lebenthal called WYNN “undervalued” based on its U.S. belongings, with the potential for gravy from any China reopenings.