AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Bloomberg Surveillance
Nvidia and Trump Impact Markets
Feb 26, 2025
Anastasia Amoroso, Chief Investment Strategist at iCapital, shares insights on market drawdowns and investor expectations in a climate of rising inflation. Ivan Feinseth, Senior Partner & CIO at Tigress Financial Partners, provides a deep dive into Nvidia's earnings, analyzing its influence on the broader market. They discuss the nuances of consumer confidence, the role of artificial intelligence, and emerging investment opportunities in the tech sector, all while navigating the complexities posed by economic trends and political headlines.
35:31
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Persistent inflation, currently around 3% to 3.5%, challenges the Fed's monetary policy and keeps interest rates high.
- Investors should adopt a long-term outlook as high valuations in tech stocks risk corrections amid volatile market conditions.
Deep dives
Sticky Inflation Trends
Inflation continues to present a challenge, with indicators suggesting it remains persistently high. Observations from consumer surveys indicate growing expectations of even higher inflation levels, which the Federal Reserve views as a sign of unanchored inflation expectations. Current inflation is estimated at around 3% to 3.5%, a notable increase from previous year rates. This persistent inflation may keep interest rates relatively high despite movements in the bond market.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode