Ben Reitzes

Head of Technology Research at Melius Research. Provides analysis on technology companies like NVIDIA and AMD.

Best podcasts with Ben Reitzes

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Jul 16, 2025 • 43min

SOTS 2nd Hour: The Inflation Debate, El-Erian’s Bull Call, & Nvidia: Buy, Sell, or Hold? 7/16/25

Ben Reitzes, the Head of Technology Research at Melius, brings his insights on the tech sector, predicting that Nvidia could soon be the first company valued at $5 trillion. The conversation shifts to inflation's impact on corporate margins and the tech market's resilience amid economic uncertainties. Meanwhile, economist Mohamed El-Erian discusses potential Fed rate cuts sooner than anticipated. The podcast also touches on recent banking earnings and the legislative momentum for cryptocurrency in Congress.

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