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サマリー
あらすじ・解説
AI stocks hold significant potential and appeal for several reasons, making them an attractive investment option for many investors.
The meteoric rise of NVIDIA and AI stocks has not taken everyone by surprise. However, the scale of the changes has challenged how analysts and traders think. In this episode, we speak with Mike Zaccardi about all things AI, NVIDIA, fundamental research, and how that intersects with markets. How should you be thinking about AI as an investment? Will AI threaten jobs? Who will be the winners of AI? We hear from Mike Zaccardi about all of this.
Mike is a CFA, CMT, and university professor who has spent his career in markets researching, analyzing, and educating on all aspects. Mike appreciates both fundamental and technical analysis.
Part 1
- Meet Mike Zaccardi
- Learn about Mike's history in markets
- What he's working on right now as a researcher and writer
Part 2
- We discuss AI trends
- We discuss macro econ and AI
- Let's talk about jobs and the future economy
Part 3
- Let's dive into NVIDIA and other plays
- Why are NVIDIA and Microsoft the only winners so far?
- What other companies can win?
Part 4
- We discuss small-cap AI stocks
- We look at all other aspects of markets
- We explore some ideas Mike is thinking through
Part 5
- Conclusion of the show!
Watch the video here:
https://www.youtube.com/watch?v=XCYXnPT7zsc
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