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Sinopsis

This episode is brought to you by Masterworks, a one-of-a-kind platform that lets you invest in multimillion-dollar art from the likes of Picasso, Banksy, and more. By the time you listen to this episode, Nvidia (NVDA) will have reported its latest earnings… Right now, the market is holding its breath ahead of the results.   I break down Nvidia’s insanely high valuation… whether I expect it to meet the market’s huge expectations… and some obstacles it will face in the coming quarters. Plus, I highlight the two companies that represent the biggest threat to NVDA’s dominance. (Most folks will be surprised by these names).   Next, I make a bold prediction… The Fed is done hiking interest rates. I explain my thesis… and why sluggish global growth is the “new normal.”   I also highlight a major red flag in the housing market. It’s a situation that’s never happened before… and will put massive pressure on the economy (and lead to more volatility in the stock market in the coming months).   Last week, I sh