EP70: Nvidia does all the heavy lifting… again
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EP70: Nvidia does all the heavy lifting… again
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In this episode, Jonathan and Mark discuss various markettrends, including Nvidia's strong earnings, the approval of Woodside's gasproject, and the implications of a potential bear market rally. They analyzethe performance of the ASX, US earnings, and bond market dynamics, while also touchingon geopolitical factors affecting commodities like uranium, gold, and silver.The conversation wraps up with predictions for the upcoming week and insightsinto investment strategies in the crypto space.
Takeaways
Nvidia's earnings were a significant market driver.
Woodside's gas project approval marks a major decision bythe government.
The market is experiencing a bear market rally, but it couldbreak through record highs.
HealthScope's recent receivership raises questions aboutprivate hospital viability.
US bond market shows signs of stability despite previousconcerns.
Asian markets tend to panic, leading to buying opportunitiesin the US.
Uranium prices are rising due to policy changes.
Bitcoin is stabilizing above $100, indicating bullishpotential.
Gold and silver miners are outperforming their underlyingcommodities.
Geopolitical tensions are impacting commodity supply chains.