Eye on the Outside World, Squawk Alley. Google, Zoom, Forever Changes, and Hope; “No One Says, I Want My Life to Suck..”

3 Comments

For 35 years I’ve been watching and learning from Financial News on TV.  Whether FNN in the early days, or CNBC today; I’ve lived the Crashes, ups and downs and seen hundreds of interviews with the smartest business and investing minds.

A good DVR has allowed me to catch the early interviews with Warren Buffet and Bill Gates and others.  But at 10 AM CST each day,  I get Squawk Alley.  The name comes from a combination of popular Squawk Box show in the mornings, and the “Silicon Alley” moniker given the NYC internet companies in the first bubble 1999-2001.

A squawk box used to be the term for the open mic channel between analysts and brokers about stock to … sell  …. push  …pump.   It will feature in some of my upcoming posts.

So I usually watch it about an hour later so I can skip commercials and stock and bond updates and just get the tech news I need.

There were 2 great segments today

 

Robert gave some amazing clarity in a couple of areas…

  • Client Meetings have changed forever. CEO, funding and pitches don’t need a airplane trip..in fact clients may even flat out decline to see you in person – they want zoom(like). He’s using Team from Microsoft.
  • And In the quote of the year….  about Shark Tank in inginuity  – “No one wakes up and says I want my like to suck”.  There will be opportunities to invent and grow new businesses.

Secondly, an analyst who I really like over the years covers the winners and losers of the big online companies.

If you can find a snippet great, or watch the whole show uploaded tomorrow to see Mark Mahaney’s take on big internet companies. He’s is predicting the first revenue drop for google and facebook…ever.

https://www.nbc.com/squawk-alley

So if anyone else has a good source of trend information, comment below.

 

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