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Content provided by Paradine Productions/ Master Investor Ltd/ Wilfred Frost. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paradine Productions/ Master Investor Ltd/ Wilfred Frost 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.
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Dan Niles: Apple Is Losing the AI War — Here’s Why I’m Bearish

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Manage episode 490761211 series 3668867
Content provided by Paradine Productions/ Master Investor Ltd/ Wilfred Frost. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paradine Productions/ Master Investor Ltd/ Wilfred Frost 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.

This week Wilf talks to Founder and Portfolio Manager of Niles Investment Management, Dan Niles, about his latest views on the market, and the career path that’s led to his position as the most respected tech investor in the world. Dan reveals that he is terrified by the US debt position and bearish on the market on any medium term outlook, albeit believing it will make new all time highs in the short term. He reveals his top 5 picks, and explains why he is incredibly bearish on Apple. He also gives listeners a rare insight into his core investing principles while reflecting on the best and worst investments he has ever made.

The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions

You can watch the full video on The Master Investor YouTube channel.

And follow @WilfredFrost on X.

This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.

  continue reading

28 episodes

Artwork
iconShare
 
Manage episode 490761211 series 3668867
Content provided by Paradine Productions/ Master Investor Ltd/ Wilfred Frost. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paradine Productions/ Master Investor Ltd/ Wilfred Frost 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.

This week Wilf talks to Founder and Portfolio Manager of Niles Investment Management, Dan Niles, about his latest views on the market, and the career path that’s led to his position as the most respected tech investor in the world. Dan reveals that he is terrified by the US debt position and bearish on the market on any medium term outlook, albeit believing it will make new all time highs in the short term. He reveals his top 5 picks, and explains why he is incredibly bearish on Apple. He also gives listeners a rare insight into his core investing principles while reflecting on the best and worst investments he has ever made.

The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions

You can watch the full video on The Master Investor YouTube channel.

And follow @WilfredFrost on X.

This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.

  continue reading

28 episodes

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