{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Money with Amber Kanwar","title":"Dan Niles Warns of a 50% Market Drop | Don’t Get Fooled by the AI Hype","html":"","width":"100%","height":180,"duration":3402,"description":"In this episode of In the Money with Amber Kanwar top tech investor Dan Niles warns that the market could drop as much as 50%, just like during the dot-com bust and the global financial crisis. He unpacks the major risks that investors aren’t paying enough attention to like AI over exuberance and demand being pulled forward as a result of Trump’s trade war, while drawing parallels to some of the worst market crashes in history. \nDan explains why his highest conviction idea right now is cash despite the AI hype, and why some of today’s biggest tech names — like Apple, Google, and Palantir — may be far more vulnerable than most investors realize. He stresses his concern over inflated valuations, making the point that “just because a stock is popular doesn’t mean it’s safe\".\nOne area Dan is optimistic about: networking infrastructure. He names Cisco as one of his most intriguing picks, arguing it's a forgotten name that could benefit as AI shifts from a build-out phase to a data movement phase. With a low valuation, solid fundamentals, and potential for a re-rating, Cisco — along with cash, Microsoft, and (cautiously) Nvidia — rounds out his list of favoured plays in a market he still views as overvalued and vulnerable.
\nWhether you’re a long-term investor or a market watcher trying to make sense of the rally, this is an essential deep dive from one of Wall Street’s most seasoned voices.\nTimestamps\n00:00 Show Intro\n3:40 Why Dan Niles is bearish right now and why cash is his highest conviction idea  \n07:40 What would it take for Dan to come back to the market and get out of cash? \n09:35 Why Dan thinks a 50% drop in stocks is on the table\n11:30 Why this time can be compared to the dot-com bust\n17:33 Taking a look at the AARK Innovation Fund\n19:15 But could this time be different? \n24:25 ITM Mailbag: Dan’s thoughts on Palantir (PLTR) and its sky-high valuation \n27:40 Dan’s view on Shopify vs. Amazon (SHOP, AMZN)\n34:15 Is Reddit a buy, sell or hold? (RDDT)\n35:35: Break:...","thumbnail_url":"https://img.transistorcdn.com/er9NR63MREFV6i2rlZX8f-yMY6gNSK83fNUOzBPoSt8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zZmQy/OWMwNmEzY2Y0YTg1/NjM4MjQ3Y2NjMWYy/Zjk1My5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}