Wednesday Jun 25, 2025

Dan Niles: Apple Is Losing the AI War — Here’s Why I’m Bearish

This week Wilf talks to Founder and Portfolio Manager of Niles Investment Management, Dan Niles, about his latest views on the market, and the career path that’s led to his position as the most respected tech investor in the world. Dan reveals that he is terrified by the US debt position and bearish on the market on any medium term outlook, albeit believing it will make new all time highs in the short term. He reveals his top 5 picks, and explains why he is incredibly bearish on Apple. He also gives listeners a rare insight into his core investing principles while reflecting on the best and worst investments he has ever made.

 

The content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions

 

You can watch the full video on The Master Investor YouTube channel

 

And follow @WilfredFrost on X.

 

This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.

Comments (3)
wtcykkpu

12 hours ago

Aloha. My fave analyst interviewed by my fave interviewer.

Mihail Marinov

1 days ago

great guest

hjeistwq

1 days ago

Both Dan and Wilfred are some great of the real Best!

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