The Nvidia Effect and Market Bullishness
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 23 May 2024
⏱️ 29 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 23rd, 2024
Featuring:
- Gene Munster, Managing Partner at Deepwater Asset Management, breaks down Nvidia earnings
- Amy Wu Silverman, Head of Derivatives Strategy at RBC, discusses markets and the Nvidia catalyst
- Wendy Schiller, professor at Brown University, on the 2024 election, Nikki Haley's Trump endorsement, and other DC headlines
- Bloomberg's Lisa Mateo with her Newspaper Headlines
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Transcript
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| 0:00.0 | Bloomberg Audio Studios. |
| 0:04.2 | Podcasts, Radio News. |
| 0:07.0 | This is the Bloomberg Surveillance Podcast. |
| 0:14.0 | I'm Tom Keene along with Paul Sweeney. |
| 0:16.0 | Join us each day for insight from the best in economics finance investment |
| 0:21.0 | and international relations. You can also watch the show live on YouTube. |
| 0:26.0 | Visit the Bloomberg Podcast Channel on YouTube to see the show, |
| 0:30.8 | weekday mornings from 7 to 10 a.m. Eastern from our global |
| 0:34.2 | headquarters in New York City. |
| 0:36.3 | Subscribe to the podcast on Apple, Spotify, or anywhere else you listen and |
| 0:40.9 | always on Bloomberg Radio, the Bloomberg Terminal and the |
| 0:44.7 | Bloomberg Business app. Widely anticipated thank you for your comments out on |
| 0:49.6 | YouTube and I've seen on email as well joining us in his busy day, Gene Munster right now on |
| 0:57.3 | NVIDIA. He is with Deepwater Asset Management. Gene, right before the earnings |
| 1:02.1 | idiocy yesterday afternoon the pro stepped in |
| 1:05.8 | Gene Munster with I think the absolute smartest insight I've seen we mentioned |
| 1:11.3 | it earlier with Mandip Singh, in that the purchasing transaction people |
| 1:16.6 | for NVIDIA are not so much going to play hardball, but they're going to say to their customers, don't give me this, you're not going to buy the next |
| 1:24.9 | revenue stream of older chips, waiting for the new chip. |
| 1:29.5 | You don't get the new chip unless you buy the old chip. Expand on gene monster. The Osborne effect and that of |
| 1:36.6 | course is when you have an existing product that is going to be replaced by a |
| 1:41.6 | new product that new product. |
... |
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