On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss e-commerce stocks surging after Black Friday/Cyber Monday) (2:30), Fashion Retailer Shein Files Confidentially for US IPO) (5:00), the Temu & Shein effect on US retailers (10:00), the IPO market opening back up (14:00).
Later, Dan sits down with video journalist Cleo Abram) and Packy McCormick), founder of Not Boring), for a conversation about being creators (18:00).
Topics include:
How Cleo conceptualizes “Huge If True” (20:00)
Packy writing in long-form (22:15)
Taking feedback (28:45)
Monetization (35:20)
Subscription models (40:00)
Bitcoin/Crypto (45:00)
The Mag7 stocks (48:00)
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View our show notes here)
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