Citi Names Microsoft Top Large-Cap Software Pick, Adobe CEO Shantanu Narayen on Earnings & The Bull Case for Airbnb 12/16/22

Our anchors begin today’s show with BMO Wealth Management Chief Investment Strategist Yung-Yu Ma discussing how to navigate tech following yesterday’s massive sell-off, and Citi analyst Tyler Radke joins after naming Microsoft his top large-cap software pick. Then, our Jon Fortt shares highlights from his exclusive post-earnings interview with Adobe CEO Shantanu Narayen, and Battery Ventures General Partner Dharmesh Thakker weighs in on the current environment for M&A. Later, Cowen analyst Kevin Kopelman explains why he named Airbnb his best idea for online travel in 2023. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.