Tick Tock for TikTok? + Funders & Founders w/...

Dan Nathan hosts Damien Lewke, CEO and founder of AI-native cybersecurity company Nebulock. Lewke recounts his career from nation-state defense at Northrop Grumman to CrowdStrike, Palo Alto Networks, MIT research in NLP, and leading AI detections at Arctic Wolf. They discuss how ...  Show more

Learn more about Astraeus Wealth Management: ⁠ http://astraeuswealth.com/partner-with-us⁠ Guy Adami welcomes Mike Tracey, Vice President of Risk at Apex Fintech Solutions, to discuss how credit and debt markets are increasingly driving equity action, with bond volatility and eleva ...  Show more

This week Josh talks with Brendan Ahern, Chief Investment Officer of KraneShares, to find out how US investors can get involved with TikTok, the hottest social network on earth. They discuss the opportunity in Chinese internet stocks, the massive size and scale of Ant Financial, ...  Show more

Bloomberg’s Caroline Hyde and Ed Ludlow break down plans for investors to buy TikTok's US operations at a potential valuation of $14 billion. Plus, they discuss the possibility of an AI bubble, after hedge fund manager David Einhorn warned that spending on AI infrastructure may d ...  Show more

(0:00) Bestie intros! (6:47) The VC FOMO frenzy in AI (25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs (37:23) Macro update: inflation not done, weaker earnings, interest rates (52:01) Marc Benioff channels his inner Elon Musk, the stock-based com ...  Show more

Bloomberg’s Caroline Hyde discusses why one of Wall Street’s most bearish Tesla analysts has further reduced estimates for the company’s earnings. Plus, Gil Luria, managing director of D.A. Davidson explains what levers Apple could use to cope with tariffs. And MikMak CEO Rachel ...  Show more