MB262: Google vs Nvidia & Is the Market As Solid As It Now Seems?
The conversation delves into the current state of the bull market, emphasizing the foundational elements such as AI and earnings growth. It highlights the resilience of the economy and consumer confidence, while also addressing the need for clarity on certain economic talking points as the year progresses. The discussion notes a significant earnings growth that surpassed expectations, indicating a strong market outlook.
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25:55
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25:55
Has Nvidia Saved The Day For The Market?
Join Sam North as he discusses the recent move higher in NVIDIA following their earnings
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5:41
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5:41
MB261: Nvidia Earnings & Market Corrections
In this conversation, the team discusses the nature of market corrections, emphasizing that they are a normal part of market behaviour rather than a crisis. They highlight the historical frequency of corrections in the SP500 and the common desire among investors to time the market perfectly, which is often unrealistic.
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25:50
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25:50
MB260: The End Of The Government Shutdown & Earnings Recap
The conversation explores the impact of earnings reports on stock prices, highlighting the significant drop in shares for companies that miss expectations and the minimal rise for those that exceed them. It emphasizes a growing caution among investors, particularly in the technology sector, despite ongoing interest in AI.
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21:46
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21:46
Lemonade Squeezes Higher: Is There More To Come? Or Has It Run Out Of Juice?
Join Sam North as he discusses the recent move higher in Lemonade Inc.
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