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Tech Stock Investing Will NEVER Be the Same Again w/ Mark Mahaney

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Manage episode 473166860 series 3654897
Content provided by MoneyShow. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MoneyShow or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The tech sector has been both rewarding and volatile in recent years. With major shifts in AI, new regulatory policies, and changing ad market dynamics, investors have a lot to consider heading into 2025.

In this episode of the MoneyShow MoneyMasters Podcast, we break it all down with Mark Mahaney, Senior Managing Director & Head of Internet Research at Evercore ISI.

CHAPTERS 0:00 - Introduction

00:56 - DeepSeek AI Shakeup

02:36 - AI’s Impact on Tech Stocks

04:00 - Big Tech & Washington

06:23 - Tariffs & Market Effects

08:04 - Netflix’s Streaming Strength

10:16 - Meta’s AI-Driven Ads

12:35 - Uber: A Contrarian Pick

14:00 - Revisiting 2024’s Winners

14:40 - Preview: 2025 MoneyShow Vegas

More Episodes: For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page: https://www.youtube.com/@MoneyShow/podcasts

Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2

Facebook: https://www.facebook.com/OfficialMoneyShow/

Instagram: https://www.instagram.com/moneyshow/#

TikTok: https://www.tiktok.com/@@officialmoneyshow

X (Twitter): https://twitter.com/moneyshow

LinkedIn: https://www.linkedin.com/company/moneyshow/

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 473166860 series 3654897
Content provided by MoneyShow. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MoneyShow or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The tech sector has been both rewarding and volatile in recent years. With major shifts in AI, new regulatory policies, and changing ad market dynamics, investors have a lot to consider heading into 2025.

In this episode of the MoneyShow MoneyMasters Podcast, we break it all down with Mark Mahaney, Senior Managing Director & Head of Internet Research at Evercore ISI.

CHAPTERS 0:00 - Introduction

00:56 - DeepSeek AI Shakeup

02:36 - AI’s Impact on Tech Stocks

04:00 - Big Tech & Washington

06:23 - Tariffs & Market Effects

08:04 - Netflix’s Streaming Strength

10:16 - Meta’s AI-Driven Ads

12:35 - Uber: A Contrarian Pick

14:00 - Revisiting 2024’s Winners

14:40 - Preview: 2025 MoneyShow Vegas

More Episodes: For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page: https://www.youtube.com/@MoneyShow/podcasts

Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2

Facebook: https://www.facebook.com/OfficialMoneyShow/

Instagram: https://www.instagram.com/moneyshow/#

TikTok: https://www.tiktok.com/@@officialmoneyshow

X (Twitter): https://twitter.com/moneyshow

LinkedIn: https://www.linkedin.com/company/moneyshow/

  continue reading

100 episodes

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