Talking About AI with Dan Ives (Ep. 81)

Discover the transformative power of AI as we explore its impact on the tech industry and beyond!

This week on the Facts vs Feelings podcast, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, chat with Dan Ives, Managing Director, Equity Research at Wedbush Securities. 

They dive into the long-term implications of AI, the comparison between the current tech transformation and historical moments, and the potential of AI to drive unprecedented growth in various sectors.

Dan discusses:

• The significance of AI in driving the next wave of technological advancement, likening it to the internet’s inception
• The role of major tech companies like Nvidia and Microsoft in leading the AI revolution and the potential for smaller, innovative companies to emerge as key players
• The impact of geopolitical factors on the tech industry, particularly in relation to Chinese tech companies and the U.S. market
• The importance of embracing different perspectives, including bearish views, to gain a comprehensive understanding of the tech market’s trajectory
• Blockchain technology and its potential use cases beyond cryptocurrency prices
• And more!

Resources:

• Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com 

Connect with Dan Ives: 

• LinkedIn: Dan Ives
• X: Dan Ives

Connect with Ryan Detrick: 

• LinkedIn: Ryan Detrick
• X: Ryan Detrick

Connect with Sonu Varghese: 

• LinkedIn: Sonu Varghese
• X: Sonu Varghese

About Our Guest:

Daniel Ives is a Managing Director and Senior Equity Research Analyst covering the Technology sector at Wedbush Securities since 2018. Dan has been a tech analyst on Wall Street for over two decades covering the software and the broader technology sector. He spent the first few years of his career as a financial analyst at HBO and then received his MBA in Finance before becoming a globally known technology equity research analyst and Managing Director with FBR Capital Markets for 16 years, focusing on the enterprise software/hardware sectors including cyber security, cloud computing, big data technology, and the mobile landscape. A major area of his research focus is electric vehicles and disruptive technology over the next decade.

Dan is a highly sought-after tech expert around the world, has been a keynote speaker across the US, Europe, and Asia, and regularly makes television appearances on networks such as CNBC, Bloomberg, BBC, NBC, CBS, ABC, CNN, and Fox News to provide commentary related to his technology expertise. Dan can be heard regularly doing radio on the tech sector for Bloomberg, ABC News, NPR, BBC, and other radio broadcasts throughout the US, Europe, and Asia. Dan is often cited globally by publications such as The Wall Street Journal, USA Today, Investor’s Business Daily, Chicago Tribune, NY Post, Los Angeles Times, The Telegraph, San Francisco Chronicle, Time Magazine, The Washington Post, The Guardian, South China Morning Post, Barron’s, The Times of London, Financial Times, The Sydney Morning Herald, and New York Times, among many others.