Dan Niles on Big Tech Stocks and the AI Revolution | #485

<p class="MsoNormal"><span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif;">Today’s guest is </span><a href= "https://twitter.com/DanielTNiles"><strong><span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif;">Dan Niles</span></strong></a><span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif;">, Portfolio Manager of the Satori Fund, a US focused, technology biased, large capitalization, long-short equity fund.</span></p> <p class="MsoNormal"><span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif; mso-bidi-font-family: Arial; mso-bidi-theme-font: minor-bidi;"> In today’s episode, Dan shares how his macro outlook is impacting his valuation of the big tech names. And of course, he gives his thoughts about how AI will either help or hurt some those same companies. He also spends time discussing timeless topics like the art of shorting, the importance of cutting your losses, and why he believes the most important trait for an investor is having emotional control.</span></p> <p class="MsoNormal"><span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif; mso-bidi-font-family: Arial; mso-bidi-theme-font: minor-bidi;"> As we wind down, Dan shares some risks he thinks the market may be overlooking as we head into the second half of the year.</span></p> <p class="MsoNormal"><span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif; mso-bidi-font-family: Arial; mso-bidi-theme-font: minor-bidi;"> -----</span></p> <p class="MsoNormal" style="background: white;"><span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif; mso-bidi-font-family: 'Times New Roman'; color: #222222;"> Follow Meb on</span> <span style= "color: black; mso-color-alt: windowtext;"><a href= "https://twitter.com/MebFaber"><strong style= "mso-bidi-font-weight: normal;"><span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif; mso-bidi-font-family: 'Times New Roman';"> Twitter</span></strong></a></span><strong style= "mso-bidi-font-weight: normal;"><span style= "font-size: