RiskReversal Recap: February 14, 2024

Big Tech to Crash 401Ks? + New Funders x Founders Series!

Today’s MRKT Call is Presented by SoFi

Will Big Tech Crash Your 401k?

Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Wednesday, February 14th.

Click here to access all of the charts mentioned in today’s MRKT Call.

what we’re watching

Topic Timecodes:
Inflation Impacts (0:00); Big Tech Bound To Crash? (34:30); Viewer Q&A (41:40)

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Today’s Okay, Computer. is Presented by RBC and Current

Funders & Founders with Rick Heitzmann & Zach Reitano + Deirdre Bosa Pods like a Billionaire

Deirdre Bosa joins Okay, Computer. to talk about all things in tech this week. Teemu takes over the Super Bowl, Is Microsoft Co-Pilot worth the price?. Plus, Deirdre got her hands on the Apple Vision Pro, what's it actually like?

Later, Dan is joined by Zach Reitano, Co-Founder & CEO of Ro, and Rick Heitzmann, Co-Founder and Partner at FirstMark Capital, for the first installment of our Funders x Founders series. They hit Ro’s origin story, stigmas around obesity, what attracted Rick to Ro, and how their relationship has evolved.

Topic Timecodes for OKC:
The Temu Bowl (0:00); Co-Pilot Worth It? (10:00); Hands On w/ Apple Vision Pro (17:40)

WHAT WE’RE READING

  • Fed’s Goolsbee Says Inflation Can Be a Bit Higher, Still on Path to 2% (Bloomberg)

  • Wall Street Regains Footing After CPI-Fueled Rout (Bloomberg)

  • Mortgage Rates Surge Higher Again, Causing Homebuyers to Pull Back (CNBC)

  • What One ETF From the Dot-Com Era Can Tell Us About Tech Investing Now (WSJ)

  • Lyft’s CEO Says ‘My Bad’ on Margin Error, ‘It Was One Zero’ (Bloomberg)

  • Morgan Stanley Is Laying Off Several Hundred in Wealth-Management Division (WSJ)

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