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Every company is an AI company, even if they don't recognize it
Manage episode 392714927 series 3415392
תוכן מסופק על ידי David Nelson, CFA, David Nelson, and CFA. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי David Nelson, CFA, David Nelson, and CFA או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Welcome to "The Money Runner," hosted by David Nelson. In this episode, we delve deep into the ever-changing investment landscape.
Change is the only Constant: Discover why adaptability is your most valuable asset
Investor Sentiment and the VIX: The VIX is at lows showing investor complacency is high
AI Revolution in Investing: Like the title says, every company is an AI company even if they don't know it
Case Study: Apple vs Nvidia
Seeking Growth in Small Caps: You'll come away with one small cap energy stock and one quant driven smalll cap ETF
00:00 Change is the only constant
00:24 The VIX
00:57 Fed is at peak Fed funds
01:25 Jeff Huber - Every company will be an...
01:57 Apple vs Nvidia
02:35 Risk on trade
03:01 Goldman capitulates
03:19 What could force the Fed to cut
03:56 Fluence Energy
05:41 Advantis Small Cap ETF
45 פרקים
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