Talk Your Book: Looking for the Next NVDA

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 23 December 2024

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Nick Frasse, Product Manager at VanEck, and Angus Shillington, Equity Research Analyst at VanEck to discuss NVDA vs everyone else, how the SMH is constructed, why other semiconductor companies are catching up, the issues at Intel, geopolitics and the semiconductor industry, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. 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 Ben Carlson 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/ Important Disclosures from VanEck: https://www.vaneck.com/us/en/talk-your-book-vaneck-disclosures Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today's Animal Spirits, Talk Your Book, is brought to you by Vanek.
0:02.9	Go to Vanek.com to learn more about their semiconductor ETF, SMH and SMHX.
0:10.0	That's Vanek.com to learn more.
0:14.2	Welcome to Animal Spirits, a show about markets, life, and investing.
0:18.4	Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing, and watching.
0:23.6	All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the opinion of Riddholz wealth management.
0:29.9	This podcast is for informational purposes only and should not be relied upon for any investment decisions.
0:35.7	Clients of Ritholds wealth management may maintain positions in the securities discussed
0:39.4	in this podcast.
0:43.8	Welcome to Animal Spirits with Michael and Ben.
0:46.1	Well, here it is.
0:47.5	The whole kit and caboodle, so to speak, does the fate of the stock market rest on the
0:52.6	shoulder of invidia and the AI enthusiasm?
0:56.7	It feels like it, but I don't know. I'm sure something else would come up, I do. How about this?
1:03.0	Yes. That's the answer, Ben. The answer is yes. So, I don't know. I've been having lots of conversations
1:08.5	in the past couple weeks. I don't personally.
1:11.0	With yourself or? Yes, I was talking on my own head. I've had a few conversations with people in the
1:15.5	tech space talking about AI and like the potential here for it. And I, to be honest, you mentioned on this
1:21.3	podcast when we're recording, you don't use a lot of these things a lot yet. Like I dabble in chat GPT and perplexity and clawed a little bit. These are the ones
1:28.4	I've heard of. But I hear people all the time talk about how they're using them all the time.
1:32.7	And I'm not there yet. But listening to people talk about what is potentially coming, I know
1:38.2	eventually I'm going to get there. So this is, it's, I don't know, the honeymoon phase, I guess, is a good way to explain it. Like, it's all theoretical, most for normal people, not for the tech, for the tech people, I think it's
	...

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