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Ben Squared: 4th September: Nvidia, Recessionary Risks & UK (ticket price) Inflation
Published 1 year, 7 months ago
Description
In the latest Ben Squared podcast we review the reaction to Nvidia’s results, both at a company and market level, before turning to the gyrating risks of recession and condition of (mainly US) consumers. Some time is also spent reviewing the latest inflationary trends in the UK and how this may evolve as concert schedules are updated for summer 2025. As always, we attempt to put our market views across in conjunction with the economic backdrop and alongside our valuation analysis.
This podcast is for UK Professional Clients Only. Capital at Risk.
This podcast was recorded on 3rd September 2024.
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