Clayton Trick

Head of Portfolio Management: Public Strategies at Angel Oak Capital Advisors, interviewed about Federal Reserve minutes, interest-rate expectations, and investment strategy implications.

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Nov 20, 2025 • 23min

Nvidia's Upbeat Forecast, A Conversation with CEO Jensen Huang

Join Jensen Huang, NVIDIA's visionary CEO, as he discusses the company's bullish sales forecast, boosting AI accelerator demand amid concerns of a tech bubble. He shares insights on China's market restrictions, facility investments, and production strategies. Clayton Trick from Angel Oak Capital Advisors analyzes recent Federal Reserve minutes, exploring interest rate outlook and inflation trends. He also suggests investment strategies focusing on tech and diversified portfolios. This conversation dives deep into the intersections of AI growth and economic strategies.

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