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Real Vision: Finance & Investing

Can Nvidia Top Lofty Expectations? w/ Thomas Thornton

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.21K Ratings

🗓️ 24 May 2023

⏱️ 34 minutes

🧾️ Download transcript

Summary

Maggie Lake is joined by Tom Thornton, founder of Hedge Fund Telemetry, to discuss the debt ceiling deadline, how it will impact bonds, and what it means for inflation moving forward. Tom will also share his thoughts on mega-cap tech and the AI race. You can find more of Tom's work here: https://t.co/mAfhsH0qdL Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

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0:06.4

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0:10.2

a better investor.

0:11.2

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0:18.3

to get 10% off our essential membership for the first year.

0:30.4

Can Nvidia top lofty expectations?

0:33.2

Hi everyone, welcome to the RealVision deli briefing with me today is Tom Thornton, founder

0:37.6

of Hedge Untillimetry.

0:39.2

Hi Tommy, how you doing?

0:40.2

Hey, I'm good, it's nice to see you.

0:42.2

Let's be back.

0:43.2

Let's be back.

0:44.2

Absolutely, we're thrilled to have you back.

0:45.9

So we have Nvidia earnings that are going to cross here after the close, so we'll dive

0:50.9

into that in a moment as we get a little closer, and I know you're going to watch your screens

0:56.0

for that.

0:57.0

Also, of course, waiting on the debt ceiling talks.

1:00.2

I know everyone thinks we're going to have a deal, everybody calls a political theater,

1:05.4

but the closer we get to this holiday weekend, do they run the risk of just pushing it

1:09.2

too far?

1:10.2

Well, I am, you can include me in the ones that think that, you know, the 11th hour they're

1:17.0

going to come up with some miracle solution and everything is fine.

...

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