David Waddell

David Waddell, CEO and Chief Investment Strategist at Waddell & Associates, shares insights on the recent downturn in U.S. equity futures and Nvidia's disappointing sales outlook. He discusses the implications of elevated market expectations and the challenges facing Nvidia in China. Waddell highlights how fiscal policies may shift investment strategies amidst concerns about AI chip sustainability. The conversation also touches on China's growing ambitions in AI technology and the evolving dynamics of U.S.-China tech competition.

Annabelle Droulers, a tech reporter in Hong Kong, and David Waddell, CEO and Chief Investment Strategist, dive into the possibility of Elon Musk acquiring TikTok's U.S. operations amidst regulatory challenges. They discuss TikTok’s algorithm and the impact of U.S.-China tensions on its sale. The conversation shifts to market dynamics, economic forecasts for 2025, and the contrasting performance of the financial and tech sectors. They also touch on the importance of mental health in personal and professional realms.

Timothy Fiore, Chair for ISM’s Manufacturing Business Survey Committee, shares insights on unexpectedly strong manufacturing data and its implications for the economy. David Waddell, CEO and Chief Investment Strategist at Waddell & Associates, discusses market outlook amid shifting political landscapes. Enrique Gonzalez, BNEF Head of US Gas Research, examines the future of U.S. LNG exports and the impact of policy changes. The conversation highlights Intel’s CEO dismissal and broader market dynamics driven by geopolitical uncertainty.