

Investors Await Nvidia; FX in Focus
Aug 28, 2024
Ivan Feinseth, Senior Partner and CIO at Tigress Financial Partners, joins Marilyn Waltson from BlackRock, Emily Roland from John Hancock, and Win Thin from Brown Brothers Harriman to dissect investor sentiment around Nvidia amid its recent challenges. They delve into the shifting dynamics of fixed income markets, influenced by Fed policies and geopolitical tensions. Additionally, insights on China’s economic slowdown highlight the need for Pacific Rim nations to pivot towards domestic consumption for sustained growth.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Nvidia's Financial Landscape and Innovations
02:01 • 6min
Navigating Market Changes and AI Innovations
08:12 • 2min
Navigating Fixed Income and Market Dynamics
09:52 • 13min
Navigating Fixed Income: Balancing Risk and Return
22:51 • 3min
China's Economic Slowdown and Its Global Impact
25:34 • 6min
Navigating Market Strategy Amid Geopolitical Tensions
31:47 • 2min