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The Compound and Friends
Price-Chasing Donkey
Feb 28, 2025
Jim Lebenthal, Chief Equity Strategist at Cerity Partners and a familiar face on CNBC, dives into a treasure trove of investment insights. He unpacks the recent Nvidia earnings report and discusses Apple's commitment to American investments. With a keen eye on market dynamics, Jim shares his favorite stocks and examines the nuances of consumer spending post-pandemic. The conversation also touches on the broader implications of tariffs and reshoring, illuminating the intricate balance between corporate strategies and investor sentiment.
01:22:18
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Quick takeaways
- The podcast emphasizes the significant market impact of Nvidia's earnings and investor reactions in the context of broader economic conditions.
- Discussions on Apple reveal a strategic shift towards American investments and the implications of tariffs and reshoring on the economy.
Deep dives
Experience in the Navy
A seven-year tenure in the Navy is recounted, highlighting the speaker's profound connection to this part of their life. The experience spanned from 1990 to 1997, a period marked by the conclusion of the Cold War, influencing their decision to leave the Navy. Cold War operations involved maintaining considerable distances from potential adversaries, which led to reflections on military strategy and its evolution. The speaker fondly recalls the camaraderie and responsibility of operating a submarine as a young sailor.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode