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Contenuto fornito da Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates, Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates, Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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NVIDIA Gains, Capital Pains, & Behavioral Finance Blunders | Your Money Podcast – Episode 515

 
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Manage episode 437177888 series 2148788
Contenuto fornito da Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates, Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates, Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span>

The Fundamentals Always Look Good at the Top – That’s how Bill O’Neill saw it, anyway. The shop talks new politics in the wake of the upcoming capital gains tax proposal and NVIDIA’s big move this week (and why it’s always easy to claim hindsight as a past-due indicator) before diving into why Danny believes a 50-point drop is coming in 2024 (hint – it IS an election year) and four longs worth watching for bigger trades.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, & Alex Koutoudis host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.


Key Moments from the Show

00:00 – Opening Bell
03:15 – Breaking Down the Wealth Tax
07:00 – Mailbag: Controversy on Capital Gains
10:00 – Mailbag: NVIDIA’s Big Move
15:00 – This Week in the Markets
29:00 – Action on the Grotection® Gauge
33:20 – Four Longs & The SMCI Debacle – LMT, NOC, PANW, UBER
42:00 – Unpacking The Perfect Scenario
48:30 – Pyramid-ing on UBER & The Mutual Fund Conundrum


Show Links:


The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information contact us.

The post NVIDIA Gains, Capital Pains, & Behavioral Finance Blunders | Your Money Podcast – Episode 515 appeared first on Revere Asset Management.

  continue reading

147 episodi

Artwork
iconCondividi
 
Manage episode 437177888 series 2148788
Contenuto fornito da Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates, Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates, Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span><span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span>

The Fundamentals Always Look Good at the Top – That’s how Bill O’Neill saw it, anyway. The shop talks new politics in the wake of the upcoming capital gains tax proposal and NVIDIA’s big move this week (and why it’s always easy to claim hindsight as a past-due indicator) before diving into why Danny believes a 50-point drop is coming in 2024 (hint – it IS an election year) and four longs worth watching for bigger trades.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, & Alex Koutoudis host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.


Key Moments from the Show

00:00 – Opening Bell
03:15 – Breaking Down the Wealth Tax
07:00 – Mailbag: Controversy on Capital Gains
10:00 – Mailbag: NVIDIA’s Big Move
15:00 – This Week in the Markets
29:00 – Action on the Grotection® Gauge
33:20 – Four Longs & The SMCI Debacle – LMT, NOC, PANW, UBER
42:00 – Unpacking The Perfect Scenario
48:30 – Pyramid-ing on UBER & The Mutual Fund Conundrum


Show Links:


The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information contact us.

The post NVIDIA Gains, Capital Pains, & Behavioral Finance Blunders | Your Money Podcast – Episode 515 appeared first on Revere Asset Management.

  continue reading

147 episodi

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