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Bloomberg Surveillance
Nvidia and Geopolitics Impact on Markets
Nov 21, 2024
Gene Munster, Managing Partner at Deepwater Asset Management, dives into the cutting-edge world of AI and its seismic impact on markets. He highlights NVIDIA's recent earnings and the transformative potential of AI, likening it to past innovations like electricity. The conversation also touches on the shift from hardware to software, anticipated growth in consumer tech, and how these advancements are reshaping investment strategies. Additionally, Munster reflects humorously on job security amidst automation in the asset management sector.
33:16
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Quick takeaways
- The podcast highlights the continuous trading opportunities in the futures market, allowing investors to react swiftly to price movements at any time.
- A reevaluation of investment strategies is necessary due to the ineffectiveness of the traditional 60-40 portfolio amid rising inflation pressures.
Deep dives
Trading in the Futures Market
The futures market operates nearly 24 hours a day, providing significant liquidity and trading opportunities even when other markets have slowed down. Unlike ETF markets, which experience reduced volume after 4 p.m., futures allow traders to make transactions at any hour. This continuous trading environment means that investors can take advantage of price movements at any time, making futures an attractive option for many market participants. The flexibility to trade around the clock can help investors capitalize on unexpected market events.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode