In this episode of the Futurum Equities Podcast, Daniel Newman and Shay Boloor break down what current market volatility really signals for investors. They examine how Nvidia’s upcoming earnings could influence broader tech sentiment, how the Federal Reserve’s decisions are reshaping expectations, and where risk is building across the AI and semiconductor landscape.
Daniel and Shay also look at the relationship between crypto and equities, pointing out where momentum diverges and where investors need to rethink outdated strategies. They dig into rising AI demand, execution risks in the tech sector, portfolio adjustments, and the importance of patience when markets overreact.
The conversation closes with reflections on personal growth, discipline, and the mindset required to stay steady when markets move fast.
Futurum Equities Podcast