• Episode 35:

    Interview with Gene Munster

    In the 35th episode of Investing With The Whales, I interview Gene Munster, Managing Partner at Deepwater Asset Management, which invests in tech-driven growth.

     

    Follow Gene on Twitter.

     

    Topics discussed: Deepwater Asset Management, equal-weighted strategy, Uber, autonomous taxi, Apple, VR market, Google, a big change in Google search, AI impact, Tesla, cyber truck, Elon Musk, Palantir, Meta, Innovator Deepwater Frontier Tech ETF, Nubank, the hottest space in the private market, current IPO market, investing in private companies, TikTok ban, Taiwan

     

    Stocks covered in detail: UBER, AAPL, GOOGL, TSLA, PLTR, META, NU 

     

    Stocks mentioned: LYFT, LOUP, SNAP