On today’s show, we are joined by Nick Frasse, Product Manager at VanEck and Angus Shillington, Deputy Portfolio Manager at VanEck to discuss NVDA vs everyone else, how the SMH is constructed, why other semiconductor companies are catching up, the issues at Intel, geopolitics and the semiconductor industry, and much more!
Have international stocks ever been this hated?
Some thoughts on the difficulty of calling a top in the market.
Does it make sense to buy a home for 2-3 years?
On today’s show we discuss the prospects for another 20% year in the stock market in 2025, the U.S. economy is firing on all cylinders, no one is predicting a recession anymore, Hussman is still predicting a crash, why retail traders underperform, chart crimes, when money becomes a liability, when middle age hits and more.
Some thoughts on one of my favorite investment quotes from one of my favorite investment books.
On today’s Talk Your Book we spoke to Brendan Ahern from KraneShares about Chinese tech stocks, historically low sentiment towards international stocks, US vs. China tech companies, stimulus measures in China and much more.
Some things I like and don’t like at the moment.
Why don’t prices go down more often?
What to do if you’re nervous about investing in the stock market at all-time highs.
