James Altucher
speaker
316 appearances
3 recordings
2 series
first heard Jan 2025
last heard 1 Apr
James Altucher’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.
Appearances
Thank you.
Thank you. Thank you. Thank you.
Thank you. Thank you.
I think that's true. Look how many Treasury Secretaries worked at Goldman, like Hank Paulson. I don't know. There's a whole bunch.
Yeah, Geithner. Yeah.
Bullish. Yeah, definitely bullish.
Because one skill, why did Walmart succeed when almost every mega grocery store failed is Walmart was particularly good at switching its supply chain very fast on the hundreds of thousands of products it sells. So what happens with big tariffs, you need to immediately switch your supply chains so you're getting products from places with lower tariffs. So Walmart is particularly good at this.
So the tariffs actually make me super bullish on Walmart.
Yeah, but Costco's got the membership aspect. So it's got a big moat, which is why Charlie Munger, you know, Warren Buffett's former number two guy, he's passed away. But Costco also, I'm bullish on, is a very smart company. By the way, you could buy gold bars at Costco, sometimes at a discount to the regular gold price. That's the only time I would buy gold.
NVIDIA... I'm mostly bullish. But here's the thing. Eventually, you're not going to need 100,000 NVIDIA chips to make the best AI, just like you don't need any more to upgrade your phone every year. We used to upgrade our phones every year. Now we don't really have to. I mean, I just bought an iPhone 16, but my last iPhone was the iPhone 12 because it was good enough. And eventually...
Nvidia chips will be just good enough, but it's growing so fast now. I would, I'm still bullish on Nvidia, but not for the super long run.
Yeah, but A, there's going to be lots of chips that are going to be good enough. Just like the phone is good enough for me to talk on now and use apps and watch videos and so on. There's going to be other chips out there. And companies won't need a million NVIDIA chips to make the best AI. Maybe they'll need a thousand chips and eventually just one chip.
So chip companies eventually fall prey to, there won't be an upgrade cycle anymore.
Yeah, nuclear I'm very bullish on.
Long term and for energy, obviously. So I'm very bullish on it. Because look, a lot of Europe is powered by nuclear. Hardly, I don't think, I don't know of any part of the U.S. powered by nuclear. I mean, there's probably some parts, but eventually we're going to have to switch to something like nuclear. And Microsoft is paying to open up Three Mile Island, like the only place in the U.S.
where there was a nuclear disaster. That's how much the demand for a nuclear is starting to come right now because of AI.
SMR, they make these small modular reactors. So like smaller nuclear reactors.
Let's argue about physics on this podcast. We'll go into quantum physics after that.
Oh, really? I have not heard that rumor. Breaking news. Well, then I'm very bullish on it.
Honestly, don't you love TikTok?
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