Is Nvidia this era’s Cisco? Mark Sebastian, Founder of the Option Pit, gives a history lesson on tech and reminds us why it’s important to remember what happened during the dotcom bubble. In this interview on In the Money with Amber Kanwar he reveals some of his contrarian ideas and suggests some unloved stocks that he thinks are worth a look, specifically a couple of turnaround plays he’s putting his money on right now.

Recorded on: Wednesday January 29th, 2025

Timestamps

For detailed show notes, navigate using the timestamps below:

0:00: Show Open- Mark says he’s going to be uncensored!

1:30: Amber & Mark chat and Mark reminds us to look back to the dotcom bubble

9:00: Mark isn’t too concerned about tariffs

12:00: Mark gives his outlook on rates and the bond market

13:50: In the Money mailbag: Mark answers your questions on Intel, Tesla, Meta, Apple and energy stocks
37:30: Mark’s Pro Picks

46:00: Goodbye & coming up

Sponsors
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information

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DISCLAIMERS

The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company.The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.

Cisco was the Nvidia of 1999

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