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3min chapter
Has NVIDIA Become a Macro Asset? With Imran Lakha
Real Vision: Finance & Investing
Speculating on Jay Powell's Motives and Market Corrections
This chapter discusses Jay Powell's motives to calm the markets amid rising yields and speculates on the impact of market expectations of a hawkish Fed stance. It also highlights the importance of the video sector in contrast to the Jackson Hole discussions and explores opportunities for long positions using optionality.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode