Real Vision: Finance & Investing Can NVDA Live Up To The Hype? With Brent Donnelly
Aug 23, 2023
Brent Donnelly, President of Spectra Markets, discusses Nvidia's earnings, the potential for a slower Q4 in the U.S., and his outlook on China's economy. Topics also include high expectations in the market, OPEC's production cut and its impact, the resurgence of fiscal policy, risks in the entertainment industry, and concerns about US debt and the Treasury market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
High Expectations and Impact on the Market
02:01 • 11min
OPEC Production Cut and Challenges in the Macro Environment
12:34 • 3min
Rediscovering Fiscal Policy and the Shift in Economic Cycle
15:34 • 6min
Current state of the entertainment industry and the risks of US debt
21:04 • 3min
Fiscal Nightmare Scenarios and the US Treasury Market
23:40 • 10min