Decoding The NVIDIA Trade — With Michael Batnick

Big Technology Podcast

Alex Kantrowitz

Technology, Religion & Spirituality, Business News, Business, Religion, Science, Philosophy, Society & Culture, Entrepreneurship, Management, Marketing, Politics, News Commentary, Government, Investing, Tech News, Social Sciences, News

4.6 • 395 Ratings

🗓️ 26 June 2024

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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: [email protected]

Transcript

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0:00.0	Let's decode the Nvidia trade, examining why it became the world's most valuable company last week, and what comes next with one of the world's most astute investors.
0:08.7	That's coming up right after this.
0:10.7	From LinkedIn News, I'm Leah Smart, host of Everyday Better, an award-winning podcast dedicated to personal development.
0:16.8	Join me every week for captivating stories and research to find more fulfillment in your work and personal life.
0:22.5	Listen to Every Day Better on the LinkedIn Podcast Network, Apple Podcasts, or wherever you get your podcasts.
0:27.8	Welcome to Big Technology Podcast, a show for cool-headed, nuance conversation of the tech world and beyond.
0:33.0	We're joined today by the great Michael Battenick. He's a managing partner in Ritthold's Wealth Management.
0:38.1	He's the co-host of The Compound and Friends,
0:40.1	which is one of my favorite shows
0:41.6	and also the host of the Animal Spirits podcast.
0:44.4	Michael Battenick, welcome to the show.
0:45.7	Great to have you here for the first time.
0:47.4	What an introduction.
0:48.4	World's most of Student investors.
0:49.6	I've definitely never been called that before,
0:50.9	but thank you for having me. I'm excited to talk about it. It's the truth. It's the truth. Yeah, well, you guys were in Nvidia way, way early. And so I think it's well
0:57.4	earned. I wasn't. Josh. Josh was. Okay. So Josh Brown. I mean, anyway, it's group credit here.
1:04.7	I'll give you guys. Listen, I followed Josh into enough things. All right, he got lucky on this one. Credit to him. Okay, sounds good. So let me read you a
1:11.2	couple stats about Nvidia. We're obviously like talking. It's been a kind of an interesting week.
1:15.6	They were the world's most valuable company for a minute last week. They've fallen a little bit
1:19.9	back to Earth this week, but still they are, they've done incredible this year. And they are
1:24.6	really the story of this AI boom. So this is what we can say about Nvidia today.
	...

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