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Every company is an AI company, even if they don't recognize it

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Manage episode 392714927 series 3415392
Content provided by David Nelson, CFA, David Nelson, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Nelson, CFA, David Nelson, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/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

  continue reading

72 episodes

Artwork
iconShare
 
Manage episode 392714927 series 3415392
Content provided by David Nelson, CFA, David Nelson, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Nelson, CFA, David Nelson, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/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

  continue reading

72 episodes

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