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Podcast: MoneyShow MoneyMasters Podcast
Episode: Evercore ISI's Mark Mahaney & James West: Big Tech, Big Oil, Digital Ads, Clean Energy, & Their Top 2024 Picks
Description: Mark Mahaney is senior managing director and head of Internet research at Evercore ISI. His colleague James West is senior managing director and partner, and a specialist on the energy sector. In this double-length MoneyShow MoneyMasters Podcast segment, these industry titans weigh in on the state of Big Tech, Big Oil, the energy transition, the key forces driving tech stocks in 2024, and much more. Mark kicks things off by laying out his case for being “Compound Constructive” in the tech sector, even as he says we likely won’t see the kind of “once in a decade opportunity” we had there in 2...