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On this episode of On The Tape Guy, Dan and Liz Young of SoFi discuss the broadening out of the rally (2:00), valuations (6:00), the Fed meeting (8:00), China (12:00), Apple woes (15:00), why energy is attractive (17:00), the housing market (19:30), and earnings (24:00). Later, Dan interviews Gene Munster, Managing Partner at Deepwater Asset Management, to break down big tech earnings (31:00): Tesla & Netflix (34:00), Spotify (36:45), Microsoft (40:30), Alphabet (46:00), Meta (50:00), Apple (56:45), and Amazon (1:04:00). Plus, his take on AI (1:06:00).
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