Doug Clinton
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Search complete. 10 mentions across 6 episodes found for "Doug Clinton".
Nov 9, 2026
Kelly EvansHOST
But the other warns there could be long-term risks to the business and NVIDIA's competitive edge.
Kelly EvansHOST
Let's bring in Doug Clinton.
Kelly EvansHOST
He's the founder and CEO of Intelligent Alpha, along with Jay Goldberg, who's a senior analyst at Seaport Research Partners.
Kelly EvansHOST
Doug, you think they're going to get through this.
6 MINS LATER
Kelly EvansHOST
We'll leave it there for now.
Kelly EvansHOST
Really appreciate you joining us.
Kelly EvansHOST
Doug Clinton and Jay Goldberg with NVIDIA shares down about five and a half percent this hour.
Kelly EvansHOST
Coming up, we'll continue the theme.
Gene MunsterHOST
It's Andro.
Gene MunsterHOST
I got to say, Matt, when Doug and I had the opportunity to come down here, we just thought like kid in a candy store kind of a job.
Gene MunsterHOST
I'm sure you get asked that all the time, but at the highest level, what a fun gig you got here.
Matt StechmanGUEST
Well, I really appreciate you guys coming to the D.C. office.
Matt StechmanGUEST
It has been a wild almost 10 years at this point, for sure.
Gene MunsterHOST
I remember when I first heard about you in 2019, Doug, you said they take kind of a consumer product approach to defense tech and build what's great and then show it to the government.
Gene MunsterHOST
I always wondered, is that true? Was that kind of mentality? It's funny.
Matt StechmanGUEST
Increasingly, it's like the philosophy is true, but maybe not the specifics, right? Like we didn't build the jet fighter first before we presented it to the U.S.
Peter SchacknowCORRESPONDENT
The Nasdaq had the smallest loss of the major averages, but with tech stocks under pressure, the Nasdaq closed at its lowest since August 3rd.
Peter SchacknowCORRESPONDENT
All those market concerns have led to volatile trading in recent times, but Doug Clinton, CEO of Intelligent Alpha, says it all might just be a case of overthinking.
Doug ClintonGUEST
It feels a lot like a routine drawdown in a tech-driven bull market.
Doug ClintonGUEST
And I don't think that this is a harbinger of something worse.
Kelly EvansHOST
But there are reports that Amazon is sitting on stacks of unsold GPUs.
Kelly EvansHOST
Doug Clinton is the CEO of Intelligent Alpha.
Kelly EvansHOST
He says we are watching a game of AI musical chairs right now.
Kelly EvansHOST
Love that kind of way to think about it, Doug.
6 MINS LATER
Kelly EvansHOST
All right, Doug, thanks so much.
Kelly EvansHOST
Really appreciate it.
Kelly EvansHOST
Doug Clinton of Intelligent Alpha.
Kelly EvansHOST
Let's broaden out the discussion now with our next guest, who was one of the voices more than a decade ago saying the stock market at that time was the only game in town.
Gene MunsterHOST
Welcome to season one, episode one of Deepwater Fathom.
Gene MunsterHOST
I'm joined by Doug Clinton, and we're gonna be discussing at depth what Doug and I have done together for the past 20 plus years, which is investing in generational tech companies.
Gene MunsterHOST
And our first episode today, we're gonna go back to the well.
Gene MunsterHOST
We're gonna go back to the company that we know so well, And that, of course, is Apple.
Chris GrisantiGUEST
And so I want investors to think about that and start focusing on what you want to own when that happens.
Kelly EvansHOST
We were talking to Doug Clinton last hour, Sylvia, and he had this musical chairs analogy that I thought was kind of fun.
Kelly EvansHOST
Is it musical chairs for AI right now? Meaning when the music stops, Mark's trying to figure out who's not going to get a chair, right? It feels like that's a little bit of what's going on right now.
Sylvia JablonskiGUEST
Yeah, I thought the last point was a great one.