25 June 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 Niles: Apple is losing the AI war - here's why I'm bearish
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.
Disclaimer
Nothing in the Master Investor podcast constitutes financial advice. We're here to share ideas and opinions, but you should always seek external independent financial advice before making your own investment decisions.
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Watch the video on The Master Investor Podcast with Wilfred Frost YouTube channel.