A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman and Rob Litterst from The Hustle.
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Decoding The NVIDIA Trade — With Michael Batnick
Manage episode 425730127 series 2781245
Indhold leveret af Alex Kantrowitz. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Alex Kantrowitz eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Michael Batnick is managing partner at Ritholtz Wealth Management and co-host of The Compound and Friends Podcast. Batnick joins Big Technology Podcast for a conversation that asks all the questions about NVIDIA's historic run. We cover the valuation, volatility, competition, chances to keep going, and AI fatigue. We also ask whether NVIDIA could give up its gains just as fast as it built them, whether it will become an Apple-like fixture in portfolios, and how algorithmic trading might play a role in its massive growth.
----
You can subscribe to Big Technology Premium for 25% off at https://bit.ly/bigtechnology
Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/
Questions? Feedback? Write to: bigtechnologypodcast@gmail.com
308 episoder
Del
Manage episode 425730127 series 2781245
Indhold leveret af Alex Kantrowitz. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Alex Kantrowitz eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Michael Batnick is managing partner at Ritholtz Wealth Management and co-host of The Compound and Friends Podcast. Batnick joins Big Technology Podcast for a conversation that asks all the questions about NVIDIA's historic run. We cover the valuation, volatility, competition, chances to keep going, and AI fatigue. We also ask whether NVIDIA could give up its gains just as fast as it built them, whether it will become an Apple-like fixture in portfolios, and how algorithmic trading might play a role in its massive growth.
----
You can subscribe to Big Technology Premium for 25% off at https://bit.ly/bigtechnology
Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/
Questions? Feedback? Write to: bigtechnologypodcast@gmail.com
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Minder om Big Technology Podcast
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman and Rob Litterst from The Hustle.
…
continue reading
Technical interviews about software topics.
…
continue reading
Welcome to Crimetown, a series produced by Marc Smerling and Zac Stuart-Pontier in partnership with Gimlet Media. Each season, we investigate the culture of crime in a different city. In Season 2, Crimetown heads to the heart of the Rust Belt: Detroit, Michigan. From its heyday as Motor City to its rebirth as the Brooklyn of the Midwest, Detroit’s history reflects a series of issues that strike at the heart of American identity: race, poverty, policing, loss of industry, the war on drugs, an ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
…
continue reading
Windows Weekly is about more than Windows. Veteran Microsoft insiders Paul Thurrott and Richard Campbell join Leo for a deep dive into the most valuable company in the world. From consumer to enterprise, AI to Xbox, Windows Weekly is the only Microsoft podcast you'll ever need. Records live every Wednesday at 2:00pm Eastern / 11:00am Pacific / 18:00 UTC.
…
continue reading
Tough decisions rattle us all to the core. But for our guests on One Decision— the choices they are up against can also shape history. No pressure! They take us through all of their doubts, emotions and—sometimes unexpected--consequences. A fresh take on foreign policy. Hear the former head of Mi6, Sir Richard Dearlove alongside international journalists as they analyse, interview, and discuss.
…
continue reading
Anderson Cooper brings you highlights from CNN's premier nightly news program AC360.
…
continue reading
As the tone of public discourse becomes increasingly angry and divisive, Common Ground Committee offers a healing path to reaching agreement and moving forward. We talk with top leaders in public policy, finance, academe and more to encourage the seeking and finding of points of agreement, and to demonstrate how combating incivility can lead us forward.
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
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