Biggest Risk Right Now, Nvidia Is a Circus, T+1 Settlement Is Here

9 snips

May 28, 2024

Podcast discusses risks to the stock market, T-Bills, earnings season, Synapse chapter 11, Amazon vs Nvidia, and more. Topics include strategies for managing cash, Warren Buffett's T-bill strategy, retail involvement in T-Bills market, Nvidia's rise, T+1 settlement evolution, valuation concerns about Nvidia, Home Depot's performance, and investment dynamics in the financial sector.

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Introduction

00:00 • 4min

Optimizing Cash Returns and Warren Buffett's T-bill Strategy

04:03 • 2min

Navigating Risks and Retail Involvement in T-Bills Market

06:31 • 16min

Navigating Stock Market Risks and Settlement Evolution

22:49 • 9min

Nvidia's Meteoric Rise and Valuation Concerns

31:53 • 9min

Stock Analysis and Investment Consideration for Home Depot

41:13 • 3min

Exploring Investment Dynamics in the Financial Sector

44:12 • 2min

Analysis of Blackstone's Stock Performance and Market Impact

45:52 • 4min

On this TCAF Tuesday, Josh Brown and Michael Batnick are back with an all-new episode of What Are Your Thoughts! They discuss the biggest risk to the stock market, T-Bills, earnings season, Synapse chapter 11, Amazon vs Nvidia, and more!

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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

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