Shutdowns, Snowstorms, and a Slowing Economy
About this episode
Noah Brooks and Chris Neis discuss the current market conditions influenced by Nvidia's earnings, government shutdowns, and geopolitical risks.
Markets are digesting a lot right now. In this episode, Noah Brooks and Chris Neis break down Nvidia’s strong earnings and why the stock still sold off, the Supreme Court ruling on tariffs and what it means for trade policy, and how government shutdowns and winter storms are weighing on GDP. They also dive into: • The recent drawdown in software stocks and Bitcoin • Private equity stress and financial sector weakness • European defense spending and global geopolitical risks ...
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