Tech Partying Like Its 2021 with Rick Heitzma...

Josh Brown, CEO of Ritholtz Wealth Management and co-host of The Compound and Friends, joins Dan Nathan for a wide-ranging conversation recorded on a volatile morning for AI stocks. They dig into why Josh calls this “the age of AI” rather than a trade. They also cover why he thin ...  Show more

Dan Nathan hosts David Steinberg, CEO and founder of Zeta Global, for a wide-ranging conversation recorded after Zeta Live in New York, where Steinberg says the event drove $10 of business for every dollar spent last year and expects 12–14x this year. Steinberg explains Zeta’s 20 ...  Show more

(0:00) Bestie intros! (3:05) GOP Primary update: polling, acceptable candidates, tentpole issues (11:56) All-In Summit 2023 recap (24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short? (42:34) ...  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

Kristina Hooper, Chief Global Market Strategist at Invesco, gives her market outlook. Tableau CEO, Mark Nelson, discusses the future of enterprise technology and how analytics can transform business. Brad McMillan, Chief Investment Officer for Commonwealth Financial Network, disc ...  Show more