27 min

The 'AI Air Pocket' is the Biggest Risk for Nvidia and Markets | Josh Brown Leading Indicator

    • Investing

Josh Brown, Co-Founder and CEO of Ritholtz Wealth Management, says investors should be vigilant about the possibility of Nvidia’s top customers, like Meta and Microsoft, starting to pull back on chip spending.

Brown also says Fed meetings and speeches have become a ‘circus’ and the media needs to stop treating interest rate decisions like it is ‘life or death.’

“I wish everyone would just stfu already with the interest rate stuff.”



The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You should not take a mention of any asset, be it cryptocurrency or a publicly traded security as a recommendation to buy, sell or hold that cryptocurrency or security.

Guests and hosts are not affiliated with or endorsed by Public Holdings or its subsidiaries. You should make your own financial and investment decisions or consult respective professionals. Full disclosures are in the channel description. Learn more at Public.com/disclosures.

Past performance is not a guarantee of future results. There is a possibility of loss with any investment. Historical or hypothetical performance results, if mentioned, are presented for illustrative purposes only. Do not infer or assume that any securities, sectors or markets described in the videos were or will be profitable.

Any statements of future expectations and other forward-looking statements are strictly based on the current views, opinion, or assumptions of the person presenting them, and should not be taken as an indicator of performance nor should be relied upon as an investment advice.

Josh Brown, Co-Founder and CEO of Ritholtz Wealth Management, says investors should be vigilant about the possibility of Nvidia’s top customers, like Meta and Microsoft, starting to pull back on chip spending.

Brown also says Fed meetings and speeches have become a ‘circus’ and the media needs to stop treating interest rate decisions like it is ‘life or death.’

“I wish everyone would just stfu already with the interest rate stuff.”



The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You should not take a mention of any asset, be it cryptocurrency or a publicly traded security as a recommendation to buy, sell or hold that cryptocurrency or security.

Guests and hosts are not affiliated with or endorsed by Public Holdings or its subsidiaries. You should make your own financial and investment decisions or consult respective professionals. Full disclosures are in the channel description. Learn more at Public.com/disclosures.

Past performance is not a guarantee of future results. There is a possibility of loss with any investment. Historical or hypothetical performance results, if mentioned, are presented for illustrative purposes only. Do not infer or assume that any securities, sectors or markets described in the videos were or will be profitable.

Any statements of future expectations and other forward-looking statements are strictly based on the current views, opinion, or assumptions of the person presenting them, and should not be taken as an indicator of performance nor should be relied upon as an investment advice.

27 min