Dan Niles: Apple Is Losing the AI War — Here’s Why I’m Bearish
The Master Investor Podcast with Wilfred Frost

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

2025-06-25
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 i...
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