What a privilege it is to be able to listen-in on these two high-integrity and intellectually-honest evaluators having a conversation. Seriously, thank you Mr. Nathan and Munster!!!
Crypto is risky as many would say but I think the actual risk in Crypto is not investing, buying the capitulation isn't a tough call, but it is a very tough call to figure out what to do aside holding. I remember when I just got into crypto back in 2019 but later in 2020 I ended up selling it because I was dumb and I didn't understand it. I studied and learned and now I know how it works. Got back into crypto early in 2023 with 10k and I’m up with 128k in a short period of time
I'm new to cryptocurrency and don't understand how it really works. how Can someone know the right approach to investing and making good profits from cryptocurrency investments?
As a beginner investor, it’s essential for you to have a mentor to keep you accountable. Myself, I’m guided by Gerard wentz. widely known crypto consultant
Gene is the guy who said on CNBC that Google would be rendered ineffective by the advent of search capability on then Facebook (now Meta). The beauty of getting on TV and podcasts is you don't ever have to be right, just stay in the mix and people will give you money to manage.
Like a numbskull I sold out at Gene’s viewpoint on Google versus FB. The good news is there was plenty of time to get back in, but anyone listening to this guy for investment advice is crazy.
It is Friday December 21 and you guys were absolutely right. 40 point drop in one day ago now at 440. BUT - this stock has been down for years and this is at least something of a recovery. Put it at flat since late 2021 at 412 per share. So, it could fall to there and not account for anything done over the past 3 years. That is nuts. New factories In Texas and Germany coming and more online soon in Reno (Semis) and China (Megapack). When does the actual growth in production get taken into account? No cheap car? Who cares? According to you if they announce a cheap car the stock will skyrocket again.
AgenticAI was called RPA (Robotic Process Automation) "in the day", early '20's. Blue Prism was a first mover, bought by SS&C (SSNC on NDQ). It's taking a while to catch on. Understandable if you think you might give an "agent" a task to do and you rely on it to be correct. No hallucinations allowed!!
Thanks for the breakdown! I need some advice: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?
The profit growth is forecast to grow twenty percent every year for the next five years for the magnificent eight. Is this possible? There has been talk that BLS is going to revise its’ growth forecasts and this will impact the first quarter numbers, which will affect foreign investors, who have invested in the U.S. stock market because of the three percent growth rate forecast and the growth of AI. When will AI start showing return on investment?
If a Waymo vehicle is called out to a remote area, can criminals strip the vehicle and steal many of the parts? Some of these chop shops might even steal the entire vehicle and try to ship it abroad; they could clip the power wires and load it on a ship to Nigeria, do these vehicles have a tracking system separate from the vehicle battery?
The conversation is too focused on only one direction, stock price going up. Whereas the volatility and price ranges, after earnings moves, aren’t addressed which I find problematic.
Does Gene even consider the sheer number of Waymo cars required to handle the trip volume Uber achieves? It’s laughable how he claims Uber and Lyft are “done,” as if Waymo can magically deploy a massive fleet of AVs overnight to take over.
Through the lens of my own portfolio, this market has felt extremely fragile for well over a now. The pump in Amazon could be erased in a matter of days. There is a lot lurking below and above the surface that I’m admittedly not able to manage.
I'm going all in on $UBER. Deep mind didn't even own $NVDA when they were the only game in town. Self driving in a very narrow market. It will be years away from being everywhere.
He is probably referring to the volatility of TSLA. Most analyst do not understand TSLA , it should not be valued as just a "car company", it is a AI- high tech company.
he's saying that both are 'running on fumes' if you will, ie, It's based on emotion and hype of ( unknown) future potential , not fundamental earnings /biz analysis. That being said, I will say as one who was a fund mger in late 90's , that worked longer ( then) than people thought it would . If Gene is correct that we're early, there will be more of these bouts of 'irrational exuberance' . Though this is a quite different market cycle, nonetheless, the markets often 'rhyme'.
Thank you for your video mate…. Since working with veronica Thompson, She transformed my investment strategy, my stock portfolio keeps increasing, turning a $20,000 investment into $478,000 in less than a year. Her insights on market trends and stock selection have been invaluable. If you’re looking to boost your investments, she’s the one to trust>>>
Hello , I am very interested. As you know, there are tons of investments out there and without solid knowledge, I can't decide what is best. Can you explain further how you invest and earn?
I know ,Veronica Thompson she has really set the standard for others to follow, we love her here in the UK as she has been really helpful and changed lots of lives.
NKLA... Nikola up 23 % on news. Hydrogen Electric/ Electric Semi truck leader North America...QS solid state and Frey solid state EV batteries...Blade / Joby / Vertical Aerospace/ Archer Evtol Jets. XOS Trucks..SYM . Symbotic... SMCI.. Rivian... NVDA..Nvidia..BBAI...BFRG. GFAI and more. Thumbs Up video/ comments. Thanks.
Is there a way to listen to these only when the guest speaks? Dan is so hard to listen to…been wrong so often and I hate his new saying “the faithful 8”. I know he wants people to start using it but they won’t.
What are the chances that Tesla's rise is due to Elon Musk's influence in the new Trump administration. Perhaps it has to do with investor's being hopeful about how his newfound influence will advantage Tesla, but also maybe it's caused by political conservatives simply voting politically with their investments as a way to show their appreciation for his political outspokenness.
Great conversation. Thanks for the heads up that google is 80% of the capabilities of perplexity and that Google A1 is getting crushed by perplexity , plus google is non investable
Nathan is going to be forever wrong when a reasonable market correction comes, he´ll be right, then he´ll go back to wrong forever again, easy and useless when there are no insights on how to construct his "ai bubble".
How do you guys talk about Tesla for 10 minutes and not even mention what will be their biggest business by far, Optimus? FSD will be the little baby brother compared to this part of Tesla.
Tesla gain 120% in like 8 weeks, I sold. I'll buy them back as 315$ on next earnings. Just make shure you own stocks BEFORE robotaxi is on the road... stock will go 2 000$/share.
What a privilege it is to be able to listen-in on these two high-integrity
and intellectually-honest evaluators having a conversation.
Seriously, thank you Mr. Nathan and Munster!!!
You’re welcome, bot.
Excellent job Dan Nathan of asking the hard questions for Mr. Munster to provide candid and detailed thinking.
Munster has been correct for years.
The host, Jesus, has he been wrong on everything for 20 years. Holy hell.
How in the world does he stay on CNBC? And Gordon Johnson and a long list of others like them.
He should just let Munster talk.
@@privatename123no one really watches cnbc, check out their ratings.
Crypto is risky as many would say but I think the actual risk in Crypto is not investing, buying the capitulation isn't a tough call, but it is a very tough call to figure out what to do aside holding. I remember when I just got into crypto back in 2019 but later in 2020 I ended up selling it because I was dumb and I didn't understand it. I studied and learned and now I know how it works. Got back into crypto early in 2023 with 10k and I’m up with 128k in a short period of time
I'm new to cryptocurrency and don't understand how it really works. how Can someone know the right approach to investing and making good profits from cryptocurrency investments?
As a beginner what do I need to do? How can I invest, on which platform? If you know any please share.
As a beginner investor, it’s essential for you to have a mentor to keep you accountable. Myself, I’m guided by Gerard wentz. widely known crypto consultant
I'm surprised that this name is being mentioned here, I stumbled upon one of his clients testimonies on CNBC news last week...
I'm a beginner please how can i reach out Gerard Wentz
0:40 of the best characteristics of a great investor imo
Gene is the guy who said on CNBC that Google would be rendered ineffective by the advent of search capability on then Facebook (now Meta). The beauty of getting on TV and podcasts is you don't ever have to be right, just stay in the mix and people will give you money to manage.
I sold out of Google too early
Like a numbskull I sold out at Gene’s viewpoint on Google versus FB. The good news is there was plenty of time to get back in, but anyone listening to this guy for investment advice is crazy.
It is Friday December 21 and you guys were absolutely right. 40 point drop in one day ago now at 440. BUT - this stock has been down for years and this is at least something of a recovery. Put it at flat since late 2021 at 412 per share. So, it could fall to there and not account for anything done over the past 3 years. That is nuts. New factories In Texas and Germany coming and more online soon in Reno (Semis) and China (Megapack). When does the actual growth in production get taken into account? No cheap car? Who cares? According to you if they announce a cheap car the stock will skyrocket again.
AgenticAI was called RPA (Robotic Process Automation) "in the day", early '20's. Blue Prism was a first mover, bought by SS&C (SSNC on NDQ). It's taking a while to catch on. Understandable if you think you might give an "agent" a task to do and you rely on it to be correct. No hallucinations allowed!!
Thanks for the breakdown! I need some advice: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?
Go spam somewhere else.
please talk about IONQ, APP, GEV, CRDO, basically other hot stocks in the market and trends other than trillion dollar market cap stocks. thanks
Agreed!
Serious question for Gene. Can AI be used to edit Dan Nathan out of this video so that it is watchable?
🤣😂
Brilliant guest
The profit growth is forecast to grow twenty percent every year for the next five years for the magnificent eight. Is this possible? There has been talk that BLS is going to revise its’ growth forecasts and this will impact the first quarter numbers, which will affect foreign investors, who have invested in the U.S. stock market because of the three percent growth rate forecast and the growth of AI. When will AI start showing return on investment?
I want to hear what Gene Munster has to say but NOT the host.
Dan, I am sure the market will broaden in 2025 as rates come down.
nope
rates don't matter
If a Waymo vehicle is called out to a remote area, can criminals strip the vehicle and steal many of the parts? Some of these chop shops might even steal the entire vehicle and try to ship it abroad; they could clip the power wires and load it on a ship to Nigeria, do these vehicles have a tracking system separate from the vehicle battery?
Uber is still gonna be relevant for years to come. The whole self driving thing is not gonna be fully implemented for years.
Market Share of Uber will continue to decrease rapidly from next year onwards, it will be gone in 2026 I would predict
@@janniskugler9809 No it's not. Uber will stay around for years. Most countries still heavily rely on it.
if at all...
@@darrenhere5856 it‘s inevitable :)
The conversation is too focused on only one direction, stock price going up. Whereas the volatility and price ranges, after earnings moves, aren’t addressed which I find problematic.
I like the AI overlays
Could the host shorten the length of his questions by 98%?
Is it too difficult for you to comprehend?
Really Gene? Please have more then a 1 year outlook
I hope Gene brought his bear-spray with him before coming on the show.
Does Gene even consider the sheer number of Waymo cars required to handle the trip volume Uber achieves? It’s laughable how he claims Uber and Lyft are “done,” as if Waymo can magically deploy a massive fleet of AVs overnight to take over.
totally agree
What makes you think they can't?
Through the lens of my own portfolio, this market has felt extremely fragile for well over a now. The pump in Amazon could be erased in a matter of days. There is a lot lurking below and above the surface that I’m admittedly not able to manage.
I'm going all in on $UBER. Deep mind didn't even own $NVDA when they were the only game in town. Self driving in a very narrow market. It will be years away from being everywhere.
gt show dane and gene
“I can’t remember a world this uncertain”. How about Covid19 four years ago?
I liked the conversation, except when Gene compared tesla to crypto. made no sense at all and he didn't explain the parallel.
He is probably referring to the volatility of TSLA. Most analyst do not understand TSLA , it should not be valued as just a "car company", it is a AI- high tech company.
he's saying that both are 'running on fumes' if you will, ie, It's based on emotion and hype of ( unknown) future potential , not fundamental earnings /biz analysis.
That being said, I will say as one who was a fund mger in late 90's , that worked longer ( then) than people thought it would . If Gene is correct that we're early, there will be more of these bouts of 'irrational exuberance' . Though this is a quite different market cycle, nonetheless, the markets often 'rhyme'.
Perplexity is done. It created a great opportunity to buy google.
Thank you for your video mate…. Since working with veronica Thompson, She transformed my investment strategy, my stock portfolio keeps increasing, turning a $20,000 investment into $478,000 in less than a year. Her insights on market trends and stock selection have been invaluable. If you’re looking to boost your investments, she’s the one to trust>>>
Hello , I am very interested. As you know, there are tons of investments out there and without solid knowledge, I can't decide what is best. Can you explain further how you invest and earn?
Please how do I get in touch with veronica thompson, i would love to trade with her
veronicatom56??...that it..
I know ,Veronica Thompson she has really set the standard for others to follow, we love her here in the UK as she has been really helpful and changed lots of lives.
Where do I look for this name, on which platform?
Palantir!!! 😎No other company can do what Palantir is currently doing.
chat gpt can do it
NKLA... Nikola up 23 % on news. Hydrogen Electric/ Electric Semi truck leader North America...QS solid state and Frey solid state EV batteries...Blade / Joby / Vertical Aerospace/ Archer Evtol Jets. XOS Trucks..SYM . Symbotic... SMCI.. Rivian... NVDA..Nvidia..BBAI...BFRG. GFAI and more. Thumbs Up video/ comments. Thanks.
14th like🎉🎉🎉
yo gene! 🙏👍🏼🤖
📈🇺🇸
Is there a way to listen to these only when the guest speaks? Dan is so hard to listen to…been wrong so often and I hate his new saying “the faithful 8”. I know he wants people to start using it but they won’t.
My question: why bother having a guest if you're just going to lecture him.....
Two guys commiserating on missing the boat on TSLA's recent run-up is a bit funny.
What are the chances that Tesla's rise is due to Elon Musk's influence in the new Trump administration. Perhaps it has to do with investor's being hopeful about how his newfound influence will advantage Tesla, but also maybe it's caused by political conservatives simply voting politically with their investments as a way to show their appreciation for his political outspokenness.
Gene is predictable. Time to unfollow
Great conversation. Thanks for the heads up that google is 80% of the capabilities of perplexity and that Google A1 is getting crushed by perplexity , plus google is non investable
Why is Google "non-investable"?
That was the takeout i got from this video
Wish the guest talked much more.
Nathan is going to be forever wrong when a reasonable market correction comes, he´ll be right, then he´ll go back to wrong forever again, easy and useless when there are no insights on how to construct his "ai bubble".
Semiconductors
New boss same as the old boss? What is this host smoking?
The host talks too much. Let Gene Muster talk man. Nobody want to hear your opinion
Dan is always so negative on everything. Dude should relax a bit.
Gaslight
How do you guys talk about Tesla for 10 minutes and not even mention what will be their biggest business by far, Optimus? FSD will be the little baby brother compared to this part of Tesla.
Tesla gain 120% in like 8 weeks, I sold. I'll buy them back as 315$ on next earnings. Just make shure you own stocks BEFORE robotaxi is on the road... stock will go 2 000$/share.