Gunjan Banerji
speaker
560 appearances
12 recordings
1 series
first heard Apr 2018
last heard Nov 2024
Gunjan Banerji’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsNo recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.
Appearances
It's just so tough to see how that's going to shake out, right?
I don't know.
I feel like a lot of stock investors were really caught off guard by the tariffs in President Trump's last term, where his tweets on tariffs would drive these huge moves in the stock market.
So it seems like something that's tough for investors to prepare for.
But there's also just the consumer mood, and I think that's going to be really interesting to watch in terms of Walmart and Target's earnings.
I know lately I've been splurging a little less.
The past two years I was kind of on a travel spree after the pandemic, and it's been calming down for me.
I'm taking a closer look at how much some of these hotels cost.
I don't know about you, but I'm a big, like, knockoff buyer.
Like, I will buy, like, the Walgreens brand.
Anyway, the biggest thing, of course, we have coming this week is NVIDIA earnings.
And we talked to Dom Rizzo, who's a tech portfolio manager at T. Rowe Price, about the chipmaker, AI investment, and tech stocks.
We're going to get to that after the break.
So tell us, NVIDIA reports earnings later this week and before the presidential election took over everything.
Artificial intelligence was really the theme that dominated the market for more than a year.
And the champion of that trade was NVIDIA.
You know, they sell the specialized chips that power all of these complex computations needed to realize AI.
And as of November, NVIDIA was worth more than $3.6 trillion, making it the most valuable company on planet Earth.
You know, my reporting suggests that you are picking up on something real.
Like, I sense some wariness when I talk to investors about the AI trade.
Showing 61–80 of 560 · page 4 of 28
← Previous
Next →