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Podcast: Inflection Point
Episode: On the Margin: NVIDIA Passing The Baton From Growth To Value | Weekly Roundup
Description: This week we discuss NVIDIA's latest earnings, the ongoing market rotation from growth to value, and the connection between credit spreads and unemployment. We also delve into the health of the consumer, the future Federal Reserve balance sheet, and Bitcoin geopolitics. Enjoy!--On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b--Follow Quinn: https://x.com/qthompFollow Felix: https://twitter.com/fejau_incFollow Tyler: https://twitter.com/Tyler_Neville_Follow On The...