Real Vision: Finance & Investing cover image

#989 - What Can Derail the Nvidia Train? | with Eric Johnston

Real Vision: Finance & Investing

00:00

Navigating High Momentum Stocks and Market Dynamics

This chapter delves into the strategy for managing high momentum stocks, particularly focusing on Nvidia and the semiconductor sector. The speakers discuss crowded momentum factors, changing market dynamics, pressures on Apple, uncertainties in tech companies like Google, and the potential impact of higher rates on the Russell 2000 index compared to the S&P 500.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app