Just A Pullback Or Something More? DoorDash, BWX Tech, Howmet Aero In Focus. | Stock Market Today
Description: Justin Nielsen and Mike Webster analyze Friday’s market action and discuss key stocks to watch on Stock Market Today. Transcript: [Music] [Music] Heat. [Music] Hey, heat. Hey, heat. [Music] Hello and welcome to another episode of the stock market today video. It’s a Friday which means we have our extended version of our video […]
When To Throw A Precedent Out And What To Do Next. Oscar, CoreWeave In Focus. | Stock Market Today
Description: Mike Webster and Justin Nielsen analyze Friday’s market action and discuss key stocks to watch on Stock Market Today. Transcript: Heat. Heat. [Music] [Music] Hello and welcome to another episode of the stock market today video. This is a Friday. It’s October 3rd, 2025 and that means as usual we’re going to do a […]
How to Make Money in the Bull Market for Electricity | TCAF 206
- Market Outlook: The podcast discusses the surprising resilience and growth of the ETF industry, noting the increasing number of new entrants despite its maturity and the ease of launching new funds due to technological advancements.
- Company Insights: Nvidia is highlighted for its impressive growth in data center revenue, with expectations to reach $50 billion per quarter, driven by AI infrastructure demands, despite potential headwinds like reduced surprises in earnings.
- Investment Opportunities: The conversation touches on the potential of nuclear energy and natural gas as key players in the electrification trend, with utilities benefiting from increased demand and regulatory support for nuclear projects.
- Private Equity vs. Public Markets: The podcast contrasts the performance of private equity investments with public market investments in alternative asset managers, suggesting that owning stocks of firms like Blackstone may offer better returns.
- Crypto and Blockchain: The discussion highlights the growing importance of stablecoins and blockchain technology in the financial system, with Ethereum being a potential standard for tokenizing securities.
- Gold and Currency Hedging: There’s a focus on gold as a hedge against dollar depreciation, with central banks increasing their gold reserves, surpassing US treasuries for the first time since 1996.
- Electricity Market: The rising cost of electricity is discussed as a significant factor in inflation, with implications for both low-income households and the broader economy, driven by increased demand from AI and data centers.
- Future Trends: The podcast anticipates continued growth in private market investing and the integration of blockchain technology into traditional finance, shaping the next phase of investment opportunities.
