On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss e-commerce stocks surging after Black Friday/Cyber Monday (2:30), Fashion Retailer Shein Files Confidentially for US IPO (5:00), the Temu & Shein effect on US retailers (10:00), the IPO market opening back up (14:00).
Later, Dan sits down with video journalist Cleo Abram and Packy McCormick, founder of Not Boring, for a conversation about being creators (18:00).
Topics include:
•How Cleo conceptualizes “Huge If True” (20:00)
•Packy writing in long-form (22:15)
•Taking feedback (28:45)
•Monetization (35:20)
•Subscription models (40:00)
•Bitcoin/Crypto (45:00)
•The Mag7 stocks (48:00)
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