A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
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Weekend Edition: Tech. Too big to ignore? Or too much of a good thing?
MP3•Episodio en casa
Manage episode 419915154 series 1400104
Contenido proporcionado por NAB - The Morning Call and Phil Dobbie. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente NAB - The Morning Call and Phil Dobbie o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Friday 18th May 2024
Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.
NVIDIA is now the third biggest listing in the US, with a market cap of 2.3 trillion dollars. Their earning results this week were an upside surprise for revenue, margins and forward guidance. So how far has the US tech growth story got to go? Phil talks to NABTrade’s Gemma Dale about the rise and rise of tech. Is it pulling investment away form Australian domestic stocks? They cite some interesting research from NAB that demonstrates how super funds have been selling US shares because the growth has been too strong and they need to rebalance their portfolios. Retail investors, of course, aren’t limited in the same way, so should they hold on for the ride? And what part does Australia play in the tech and environment megatrends? Can we expect some high growth companies as well?
Hosted on Acast. See acast.com/privacy for more information.
1231 episodios
MP3•Episodio en casa
Manage episode 419915154 series 1400104
Contenido proporcionado por NAB - The Morning Call and Phil Dobbie. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente NAB - The Morning Call and Phil Dobbie o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Friday 18th May 2024
Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.
NVIDIA is now the third biggest listing in the US, with a market cap of 2.3 trillion dollars. Their earning results this week were an upside surprise for revenue, margins and forward guidance. So how far has the US tech growth story got to go? Phil talks to NABTrade’s Gemma Dale about the rise and rise of tech. Is it pulling investment away form Australian domestic stocks? They cite some interesting research from NAB that demonstrates how super funds have been selling US shares because the growth has been too strong and they need to rebalance their portfolios. Retail investors, of course, aren’t limited in the same way, so should they hold on for the ride? And what part does Australia play in the tech and environment megatrends? Can we expect some high growth companies as well?
Hosted on Acast. See acast.com/privacy for more information.
1231 episodios
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