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Bloomberg Intelligence

Markets, Ukraine, and Higher Ed

Oct 2, 2023
Phil Orlando and Nancy Curtin discuss market outlook and recession call. Reginald DesRoches talks about higher education and student loans. Ed Price shares insights on the war in Ukraine. Ivana Delevska talks about investing strategies.
57:35

Podcast summary created with Snipd AI

Quick takeaways

  • The technology sector, particularly hardware investments, is expected to drive future growth and benefit companies like Nvidia.
  • Nvidia's improving fundamentals and relatively cheap valuation metrics make it attractive to value investors.

Deep dives

Hardware Investments Driving Technology

Spear Invest, a B2B technology-focused asset manager, believes that the technology sector is at the bottom of the cycle and that hardware investments will drive future growth. They see a significant data center investment cycle ahead, which will benefit companies like Nvidia.

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