Beyond Mega Caps, Banking on Tech, Travel Trade Exclusive 4/9/24
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.
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Show Notes
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.
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