Robert Peston
๐ค SpeakerAppearances Over Time
Podcast Appearances
Let's get the wider investor perspective here.
I'm pleased to say Margie Patel is with us, All Spring Global Investment Senior Portfolio Manager, Head of Capital Allocation.
And look, we are thinking about how global narrative around AI continues to develop.
Have you got any worries that we've been seeing, at least in the pressure on the stock market of late?
I'm just going to go out to some sound that we heard a little bit earlier in a summit that Bloomberg's been having over in Africa.
They have the J.P.
Morgan vice chairman joining.
David Pinto, just listen to what he said about a correction.
Daniel Pinto there of JP Morgan, just speaking with our own editor over in Africa today, Margie.
And I'm really interested as to, well, why you think this will just be, I think you called it a garden variety correction.
What will be there to support it?
Will it be NVIDIA's numbers that get us back on track?
We're looking at year-to-date NVIDIA up 35%, but it has eroded about half a trillion dollars of market cap since the end of October, Margie.
So is that a buying opportunity?
Giving us the longer-term perspective.
We always so appreciate it.
Margie Patel of All Spring Global Investments.
Stay well.
See you soon, we hope.
Meanwhile, coming up, gaming giant Roblox takes steps to expand age verification across its platform.