When Trump’s 1st round of tariffs were announced in 2018, Nvidia’s stock plunged 31%. But the AI boom was not yet fully underway. Spending on generative AI may reach $200 billion in 2025, Bloomberg Intelligence estimates, and Nvidia will be on the receiving end of much of that...
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Be aware that Nvidia’s China business has been significantly reduced by existing trade sanctions. In 2021, the company’s revenue from China was nearly 25%. That number is now just 12% as of 2Q24.. That decline didn’t stop the company’s earnings from exploding over the past year.
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What happens when two money managers with dissimilar strategies by similar market objectives connect?
Tom and I get into the nitty-gritty details of how to make and keep money for ourselves and our clients.
NOTE: This is a podcast you may want to watch in the video version available on our website. Listeners on Spotify and Apple will still benefit from the audio-only version. Enjoy and learn!
Listen on Apple Podcasts:
podcasts.apple.com/us/podcast/cb3-live-update-cb3-bowley-two-money-managers-discuss/id1753802917?...
Spotify:
open.spotify.com/episode/5zOw3w65a6yTPmvK7SiEH2?si=5e57cafe1cca45e9
Or wherever you get your podcasts!
WATCH on YouTube at:
youtu.be/bqzLgoMRlcQ?si=VHdwW2iSlsNur2eg
CB3 LIVE! - Update: "CB3 & Bowley - Two Money Managers Discuss The Markets!"
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Podcast Episode · CB3 LIVE! - Update · 11/18/2024 · 25m0 CommentsComment on Facebook
Nvidia earnings are a moment when all macro investors pause to take notice. That’s because the company has been — by far — the top contributor to returns in the S&P 500 in 2024. After nearly tripling its market cap this year, expectations for Nvidia’s report to be explosive...
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On my CB3LIVE! Thursday show, I invited clients and listeners to submit memes. Here is the first one I received the morning after that show. We live in such interesting times. I always enjoy how my clients and listeners view the world and how the world is changing for all of us.
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When Trump’s 1st round of tariffs were announced in 2018, Nvidia’s stock plunged 31%. But the AI boom was not yet fully underway. Spending on generative AI may reach $200 billion in 2025, Bloomberg Intelligence estimates, and Nvidia will be on the receiving end of much of that...
Be aware that Nvidia’s China business has been significantly reduced by existing trade sanctions. In 2021, the company’s revenue from China was nearly 25%. That number is now just 12% as of 2Q24.. That decline didn’t stop the company’s earnings from exploding over the past year.
What happens when two money managers with dissimilar strategies by similar market objectives connect?
#TomBowley and I get into the nitty-gritty details of how to make and keep money for ourselves and our clients.
Listen on Apple Podcasts:
CB3 LIVE! - Update: "CB3 & Bowley - Two Money Managers Discuss The Markets!"
Podcast Episode · CB3 LIVE! - Update · 11/18/2024 · 25m
podcasts.apple.com
Nvidia earnings are a moment when all macro investors pause to take notice. That’s because the company has been — by far — the top contributor to returns in the S&P 500 in 2024. After nearly tripling its market cap this year, expectations for Nvidia’s report to be explosive...
On my CB3LIVE! Thursday show, I invited clients and listeners to submit memes. Here is the first one I received the morning after that show. We live in such interesting times. I always enjoy how my clients and listeners view the world and how the world is changing for all of us.
For the 1st time ever, US money-market funds have more than $7 trillion in assets under management, a milestone for an industry that’s skyrocketed in popularity among investors thanks to lofty and now dependable yields—even after the Fed cut its benchmark rate! Interesting times.
Did you miss last night's show? DON'T MISS my insights on the "Trump Effect" on our portfolios beginning now and lasting to 2029 and beyond. MOVE OVER, GROVER! Donald Trump is back in the White House in a few weeks.
https://buff.ly/3Zbg1YY
TONIGHT at 7:00 pm Central is among our most crucial shows of 2024! We review the election and examine the economic implications of the 2nd Trump Presidency. Will the markets be more volatile? Will his mercuric behavior endanger portolfios? WATCH!
https://buff.ly/4eq019z
Then there are defense stocks: Lockheed Martin is a potential beneficiary due to Trump's hawkish foreign policy and increased defense spending as NATO countries are pressured to ramp up their spending to live up to the promise they had initially made or risk Trump's wrath ...
