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Breaking Down Tech’s Volatile Q1, The Bear Case for Disney & IPOs Drop Off to Start 2022 4/1/22

35 min1 april 2022
We begin today’s show covering President Biden’s remarks on the March jobs report before our anchors bring in CNBC’s Mike Santoli to recap a volatile Q1. Next, MoffettNathanson Senior Managing Director Michael Nathanson discusses his bearish outlook on Disney, and CNBC’s Leslie Picker analyzes the drop-off in IPOs to start the year. Then, Former Andreessen Horowitz Partner Benedict Evans weighs in on tech regulations, and O’Shaughnessy Asset Management Co-CIO Chris Meredith shares insight on how investors should think about risk and tech positioning heading into the second quarter. Later, our Julia Boorstin reports on ad spending growth flattening out, and CNBC’s Kate Rooney looks at banks including Morgan Stanley and Goldman Sachs expanding their dedicated crypto teams. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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