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Brian Stewart

๐Ÿ‘ค Speaker
1197 total appearances

Appearances Over Time

Podcast Appearances

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

And it's interesting, funny that you called it a personality driven.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

I mean, you know, on point, too, in terms of the Fed.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

But the conversation was mostly predicated on me asking Victor what he would do if he were nominated instead of Warsh.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

So to your point that it's, you know, it's a very subjective affair these days.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

The first point that he was making is the connection between gold prices and interest rates and how the way that the conversation has turned with interest rates makes it more compelling for the long term case for gold and gold miners to that point.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

That was one of his main points.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

Yeah.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

Thank you, Brian.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

Any final words to close out or have we said them already?

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

I think that's it.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

Our last Wall Street roundup of February.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

Welcome back, Brian Stewart, Seeking Alpha's director of news.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

Talk to us.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

What are you looking at these days?

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

We'll leave a link to that investing experts episode.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

There's actually a couple in the past week that we discussed that conundrum of NVIDIA.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

I'm going to leave a link to both.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

What else are you looking at stock wise?

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

You know, to your point about Microsoft and Excel and its prevalence in the marketplace, I was listening this morning to a couple stories about how in Europe, I believe France recently in some, I don't know if it's national or regional, like the government agencies in some districts are stepping away from Teams and Zoom recently.

Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market

Other places in Europe are stepping away from using Microsoft and like getting out of the dependence on U.S.