30 August 2024
US Markets Wrap: Nvidia's Fight To Stay On Top
Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital addresses recessionary fears and investors' confidence levels coming on the back of the latest US economic data including weekly jobless claims and Q2 GDP.
He also shares his insights on artificial intelligence darling, Nvidia - whether the surge in AI spending will drive free cash flow for the company, and if it's time for investors to rotate away from the tech sector to the laggards.
Presented by: Yeap Junrong
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Nurphoto | Nurphoto | Getty Images

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Listen To His Previous Podcasts:

10 May 2024
US Markets Wrap: Health of consumer in focus
Joseph Sroka, Chief Investment Officer, NovaPoint Capital, discusses how the next week's earnings from retailers like Walmart, Home Depot, and Ross Store will steer sentiment as the reporting season hits a lull. He also shares what investors should look out for with the rising demand for data centers.

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19 March 2024
US Markets Wrap: Why did the US Dollar have a change of heart?
Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital shares his insights on the latest rotation into tech, sentiments surrounding the US dollar turning red now that the dust has fully settled over the CPI data that had earlier come in slightly hotter than expected, whether speed of gains in the stock market will see a potential shift in narrative, and whether investors are reading too much into signs of a breakout in crude oil.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

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22 June 2023
US Markets Wrap: Fed seems very willing to keep rates higher for longer, says NovaPoint Capital's Joseph Sroka
Joseph Sroka, Chief Investment Officer and Co-Founder of NovaPoint Capital weighs in on US Fed Chair Jerome Powell comments on inflation and employment, as well as what he is focused on for the rest of the trading weeks in June.
Presented by: Sean Cheong
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)

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