“Uncertainty is Winning”
What happens when you combine an uncertain macro environment with an incredibly certain investor base? You get a whole lot of volatility, according to Richard Bernstein. Bernstein is the CEO and Chie...
22 Mars 202534min
Market Movers: Jerome Powell and Jensen Huang
Two of the most influential voices in the market had something to say this week. (00:21) Asit Sharma and Jason Moser discuss: - Fed Chair Powell’s rate outlook, and what Jensen Huant sees coming dow...
21 Mars 202540min
The Fed Keeps It Steady
Chair Jerome Powell thinks the chances of a recession are low, though the economic outlook is more uncertain. (00:21) Ricky Mulvey and Nick Sciple discuss: - Takeaways from the Federal Reserve’s Open...
20 Mars 202531min
Nvidia’s New Chips, with a Side of Valuation
Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it? (00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl of AI,” plus: - The coming generation of chips. ...
19 Mars 202533min
Alphabet’s $32 Billion Cybersecurity Play
If approved, the technology giant will make the largest acquisition in its company’s history by purchasing Wiz. (00:14) Jason Moser and Ricky Mulvey discuss: - Why Alphabet is spending $32 billion on...
18 Mars 202531min
Pepsi, Poppi, and the Creosote Bush
To stay on top, the consumer giants need a player in every potential market. (00:21) David Meier and Dylan Lewis discuss: - February retail numbers showing continued consumer struggles, and why this...
17 Mars 202525min
Intro to Micro Caps
How does a maker of pesto sauce become a 28-bagger? The recipe calls for profitability, focused management, and sustainable earnings, along with a few other ingredients. Ian Cassel is a micro-cap in...
15 Mars 202532min
The Uncertainty-Fueled Market Correction
Companies, investors, and countries are all having a hard time knowing what the future holds. And that makes forecasting hard. (00:21) Jason Moser and Matt Argersinger discuss: - The market’s correct...
14 Mars 202540min
