THE LONG AND THE SHORT OF IT: That nebulous Nvidia momentum
Paul McBeth and Oliver Mander opine on marketland.
The Bottom Line’s Paul McBeth and New Zealand Shareholders’ Association chief executive Oliver Mander try their hands at this podcast thing with The Long and the Short of It, where they discuss the latest goings-on in marketland.
This week, Oliver has things to do so we rattle through the topics and how could we ignore Nvidia’s stonkingly good quarterly result that still wasn’t enough to quell those growing fears about those very frothy valuations for AI-style companies.
The local earnings season has firms getting a little more positive about things, and New Talisman Gold Mines gets Oliver musing on a couple of the smaller resources stocks.
Plus, it seems some reputable Australian media have picked up on our observation a couple of weeks back that the NZX should be having a look at Cboe’s Australian business.
Paul wears a tie even when he’s at home.
Or listen on Spotify here.
Image from Curious News.
Disclosure: Paul McBeth has owned shares of NZX since January 2024. Oliver Mander owns shares of NZX.
