Video by Dave Lee on Investing via YouTube
Source
I’m joined by Gene Munster of Loup Ventures to discuss the Fed, interest rates, quantitative tightening, stock market, Jerome Powell, TSLA, FSD, Tesla 2022 expectations, Apple Car, risks and more.
Gene Munster on Twitter: https://twitter.com/munster_gene
Loup Ventures: https://loupfunds.com
Previous Gene Munster interview on Dave Lee on Investing: https://www.youtube.com/watch?v=cZb9s1_hej4
Timestamps:
00:00 – Introduction
00:36 – Jerome Powell testimony this morning
02:30 – Interest rates, tapering of bond purchases, Quantitative Tightening
04:33 – Is inflation transitory?
06:15 – Impact of interest rate hikes on valuations of tech stocks
12:25 – How to spot opportunities
14:00 – Companies to watch – TakeTwo, RBLX, COIN
16:10 – 2022 expectations for TSLA, Tesla
18:40 – Exceptions of Tesla’s long-term gross margins
23:37 – Biggest risk for Tesla this year
26:26 – Tesla vs Apple
29:30 – How not to miss the boat on the next AAPL or TSLA
34:35 – Apple Car – can it compete with Tesla?
40:27 – What year can Tesla become a more valuable company than Apple?
43:47 – Conclusion
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??♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.
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