NVDA’s Mini-Crash, Dan Ives on AI, Josh’s New Book

The Compound and Friends

Josh Brown

Business, News, Business News, Investing

4.7 • 2.2K Ratings

🗓️ 3 September 2024

⏱️ 91 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this TCAF Tuesday, Josh Brown is joined by Dan Ives of Wedbush Securities to discuss Nvidia's latest earnings report, what sets Jensen Huang apart, what it would take for anyone to catch the AI leader, and much more! Then, at 31:33, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! This episode is sponsored by Rocket Money! Cancel your unwanted subscriptions today by visiting http://rocketmoney.com/compound Josh's new book: You Weren't Supposed to See That Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: LinkedIn: https://www.linkedin.com/company/the-compound-media/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Ladies and gentlemen welcome to the compound and friends tonight show is sponsored by rocket money
0:06.0	Rocket money is a personal finance app that helps find and cancel your unwanted subscriptions
0:12.0	monitors your spending and helps lower your bills your
0:13.0	spending and helps lower your bills so you can grow your savings.
0:17.0	Five million people are using this thing
0:20.0	and you could be the next customer on Rocket Money. stop wasting money on things you don't use.
0:25.6	Cancel your unwanted subscriptions by going to Rocket Money.com slash compound today.
0:32.0	All right guys, huge show on tap. We're going to start things off with Dan Ives at Wedbush.
0:37.3	He is the analyst who covers Apple and NVIDIA and some of the most important technology stocks in the market. Dan thinks it's
0:44.7	still early for the NVIDIA story and he makes the case as far as like why we're
0:50.8	only really scratching the surface of how transformative this
0:54.9	company will be and how big the business can get. So I really want you to hear
0:59.1	that in case you haven't seen it yet. It was on our YouTube over Labor Day weekend.
1:04.1	After that, it's Michael, it's me, it's an all new addition of what are your thoughts?
1:08.9	Michael and I get into the semiconductor mini crash that took place in the market today.
1:15.0	We talk about my new book.
1:16.2	You weren't supposed to see that, which is on shelves nationwide as of today.
1:21.8	Berkshire hitting a trillion dollars.
1:23.8	We did some hedge fund stuff.
1:25.6	We took a look at market sentiment amongst investors.
1:30.0	How much money Citadel and Jane Street are making right now, Japanese stocks,
1:34.0	there's just so much in here
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Josh Brown, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Josh Brown and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.