
Beyond Mega Caps, Banking on Tech, Travel Trade Exclusive 4/9/24
About this episode
Satori Fund’s Dan Niles brings us the three names he would kick out of the Mag 7, and the areas where he’s looking beyond big cap tech. Plus, we’ll check in with one banking veteran ahead of the financials kicking off earnings season. And inflation is not slowing down Norwegian Cruise Lines as the company places its largest ship order ever. We’ll speak with the CEO on the heels of that massive investment.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Get every episode summarized
Each time The Exchange publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Exchange

Crude’s “Crash Diet,” Tariff Tiff, and Hold off on a Hike? 9/8/26
The Exchange

Jobs Jolt, Hugging Face’s First Investor, and Where the Pricing Power Is 9/4/26
The Exchange

Nvidia Buys Hugging Face, AI Outages, and Data Center Dissent 9/3/26
The Exchange

The Great Data Center Debate, Apple’s New Era, and Not Swooning in September 9/2...
The Exchange