Gene Munster
34
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25
EPISODES
17
PODCASTS
Search complete. 34 mentions across 25 episodes found for "Gene Munster".
Sep 11, 2026
Jens NordvigGUEST
Yeah.
Josh BrownHOST
And Gene Munster said the 18 Pro Max, I think, is, like, 38 bucks a month.
Jens NordvigGUEST
Mm-hmm.
Josh BrownHOST
This is 53.
Gene MunsterGUEST
And that's what stuck out.
Dan NathanHOST
welcome to the risk reversal podcast i'm dan nathan that is gene munster returning to the podcast he is the managing partner at deepwater asset management gene welcome back to the podcast so fun to be here all right but you know you and i've done this i want to say maybe 15 times we've probably done fast money together maybe 100 times i don't know maybe maybe more over the years and i don't know why every time with you man i just get my radio voice on um but uh maybe that's just getting us all geeked up um a little bit here you and i got a lot to talk about i don't think We spoke right after earnings season.
Dan NathanHOST
I can't really remember.
Dan NathanHOST
And it felt like this tech earnings season went on and on and on.
Jonathan FerroHOST
[upbeat music] Apple's new CEO introducing the highly anticipated iPhone duo, along with other product upgrades.
Jonathan FerroHOST
Gene Munster of Deepwater Asset Management writing, "I expect Apple to outperform big tech over the next week as the significance begins to sink in with investors." Gene joins us now for more.
Jonathan FerroHOST
Gene, welcome to the program.
Gene MunsterGUEST
Well-
6 MINS LATER
Jonathan FerroHOST
Gene, always value your insight, particularly on this company.
Jonathan FerroHOST
Thank you, sir.
Jonathan FerroHOST
Gene Munster there of Deepwater.
Jonathan FerroHOST
[upbeat music] This is the Bloomberg Surveillance podcast, bringing you the best in markets, economics, and geopolitics.
Tim SeymourPANELIST
Yeah.
Dan NathanPANELIST
But, you know, I, I wanna give Gene Munster a shout-out 'cause he was on last night-
Melissa LeeHOST
Yeah
Dan NathanPANELIST
... with us, and initial reaction, he's like, "This is gonna be big for the stock." And he meant-
Melissa LeeHOST
Mackenzie Sigalos.
Melissa LeeHOST
For more on all of this, let's bring in Gene Munster, Managing Partner at Deepwater Asset Management.
Melissa LeeHOST
Gene, great to see you.
Melissa LeeHOST
Um, I take it from the notes that you, you like this device.
Melissa LeeHOST
Thank you.
Gene MunsterGUEST
Thank you.
Melissa LeeHOST
Gene Munster, Deepwater Asset Management.
Melissa LeeHOST
Well, we will see in a year, you know, if it does fill that hole of humanity desiring content, which [laughs] is an interesting way of thinking about a device.
Dan NathanHOST
Um, on Friday morning, we're gonna have a risk reversal podcast.
Dan NathanHOST
You and I are sitting down with Gene Munster tomorrow.
Dan NathanHOST
We're gonna get the breakdown of what he's all excited about, what- We didn't even mention Apple.
Dan NathanHOST
We didn't even mention Apple.
Scott WapnerHOST
Let's talk about the foldable phone for, for a minute.
Scott WapnerHOST
Gene Munster, I know you, you know well.
Dan IvesGUEST
Of course.
Scott WapnerHOST
We've been on the, the show, uh, together, says the new foldable, uh, duo is sick.
Magnus OxenwaldtHOST
In December, Apple replaced its head of AI, and the new one reports to the software chief, not the chief executive.
Magnus OxenwaldtHOST
Gene Munster, the Apple analyst, put it this way.
Magnus OxenwaldtHOST
Apple doesn't need a visionary.
Magnus OxenwaldtHOST
He just has to keep having good enough hands and close the gap.
Kelly EvansHOST
It's down about a percent right now.
Kelly EvansHOST
To quote Gene Munster, we talked about last hour.
Kelly EvansHOST
He said the new foldable iPhone Duo, no seam, ultra thin, 50 percent larger screen.
Kelly EvansHOST
His take, they're going to sell more than he thought before seeing it.
Patrick O'HareGUEST
And I think there's a little bit of that this morning when Casey General reported their results.
Patrick O'HareGUEST
And there was perhaps not the same kind of strength in the inside same store sales number that analysts had come to expect from that company.
Rob BlackHOST
So here's a kind of a big picture question for you.
Rob BlackHOST
I deal with a lot of retail investors.
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