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The Fourth Industrial Revolution
This Week on The Compound
This Week on The Compound
This week on TCAF, Josh and Michael were joined by Dan Ives, Global Head of Technology Research at Wedbush Securities. They discussed DeepSeek's impact on the market, Nvidia's growth outlook, Elon's bold Tesla prediction, and much more. (Listen)
CHART OF THE WEEK
Last Monday already feels like a lifetime ago, but it’s still well worth noting how volatility can impact even the biggest market-cap companies in the world. Michael Batnick, writing at The Irrelevant Investor, looks at that drop in Nvidia stock and notes “On Monday, Nvidia’s market cap fell by $589 billion, the largest one-day loss in the history of the world.”
NEW CHANNEL ALERT
Speaking of Nvidia, Josh recently spoke with RWM advisor Joey Fishman about the situation long-time Nvidia employees face as their wealth is increasingly tied up in the high-flying stock. On the new Ownership by Ritholtz Wealth channel, Josh will talk about the issues facing asset owners, such as business owners, startup employees, real estate investors, and other public company employees (including Nvidia).
MERCH
idontshop.com is back up! You can once again order your favorite Compound merch like our Compound hoodie!
COMING SOON
This week on TCAF, Josh and Michael will be joined by returning guest David Giroux, Head of Investment Strategy and Chief Investment Officer at T. Rowe Price.
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