Kim Forrest

Kim Forrest, CIO and founder of Bokeh Capital Partners, gives market-savvy takes on semiconductor investing and NVIDIA-CoreWeave financing. Niccolo DeMasi, CEO of IonQ, explains IonQ’s SkyWater purchase and its push on quantum manufacturing and U.S. supply chains. They dig into NVIDIA’s $2B CoreWeave move, CPU and data center dynamics, and how acquisitions speed quantum timelines.

Kim Forrest, Founder and CIO of Bokeh Capital Partners, sheds light on the tariff war's impact on market perspectives, urging investors to maintain a long-term vision. She discusses the regulatory challenges affecting stock trading and how tariffs complicate global supply chains. Additionally, Riley Griffin shares insights on RFK Jr.'s controversial 'Deep State' remarks during an FDA meeting, triggering a mix of reactions and highlighting the pressures within healthcare policy during turbulent times.

Steve Mann analyzes potential U.S tariffs on China EVs, Joanne Hsu discusses consumer sentiment data, Kim Forrest shares market outlook, and Allan Schweyer talks about job satisfaction post the 'Great Resignation'. They delve into tariffs impact, consumer trends, market projections, and worker satisfaction in a lively and insightful discussion.

Mandeep Singh, a Senior Tech Industry Analyst at Bloomberg Intelligence, discusses the potential breakup of Google amid regulatory scrutiny. Mike Sullivan shares insights on Florida's utility resiliency and the preparations for Hurricane Milton. Shelby McFaddin offers a market outlook focusing on consumer spending, while Geetha Ranganathan examines the financial hit taken by Disney due to the hurricane. Kim Forrest analyzes the AI market dynamics and small-cap stocks, and Ana Davies talks about the role of sustainable aviation fuel in decarbonization.

Experts in autos, tech, and finance discuss Tesla and Alphabet earnings, commercial real estate challenges, and Wall Street donors backing Vice President Kamala Harris, including insights on AI, EV models, stock valuation, and market strategies.