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Podcast: The Real Investment Show (Full Show)
Episode: 5-29-25 The Death of Narratives
Description: President Trump's tariffs are being negated by Trade Courts, and markets feel inspired. Nvidia reports earnings, and is poised for a 6% gain today; we're still on the cusp of all that AI can do. Lance and Michael discuss the importance of recognizing and shutting out the narratives that distract investors; why we all seem to need a reason "why" things are as they are. Commentary on Nvidia's technology "moat;" comparisons to Apple's growth curve. How narratives matter (and do not); fundamentals are still long-term market drivers. The relationship between deficits and interest rates explored; beware of being too attached to...