SCOUT· 64%1h 05m·2026-11-03·MoneyBig Tech Selloff: Dan Niles on What Happens Next
Is the AI boom approaching its peak, or are we simply witnessing a painful but temporary correction before the next leg goes higher? In this episode of The Master Investor Podcast, Wilfred Frost sits down with Dan Niles of Niles Investment Management, one of the world's leading technology investors, to dissect the…
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“I listen Dan Niles In CNBC , found him always honest in his opinion. Thanks for bringing Dan.”
“Dan is always interesting. Thank you for having him as a guest.”
“This was one incredible episode. Thank you. Perfect timing.”
“On the Fed, inflation and rates, the current inflation cycle has nothing to do with rates. Low rates did not push up inflation and higher rates will not bring down inflation.. oil did not go up due to low rates and oil won’t be going down d…”
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