Jed Ellerbroek

Jed Ellerbroek, Portfolio Manager at Argent Capital Management, shares insights on Nvidia's upcoming earnings, discussing AI infrastructure demand and market concentration risks. Bob Diamond, former CEO of Barclays, explores the implications of AI on markets, highlighting risks of repricing and the role of stablecoins in institutional investing. The conversation also touches on private equity opportunities in the finance sector and the challenges posed by tech market volatility and emerging competition from Chinese firms.