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On The Tape is brought to you by

Risk Reversal Sponsor - SoFi

On this episode of On The Tape Guy, Dan, and Liz Young, head of investment strategy at SoFi, discuss the bull vs. bear case for stocks (3:30), geopolitical unrest in Russia (23:00), Tesla’s third downgrade in a week (29:00), and earnings season right around the corner (32:00). The co-hosts interview Bastiaan Janmaat, Managing Director at Linse Capital, and talk about his background at Goldman Sachs (38:00), DataFox (42:45), how Linse Capital came about (47:30), his outlook on the economy (50:00), what he’s looking for in companies (53:30), the electric vehicle space (57:00), how he helps his portfolio companies grow (59:00) and AI (1:04:30).

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