E29: NVIDIA's Market Move - from the Yoga Mat to Wall Street

How much should macroeconomic data matter to investors? Do the prices of McDonald’s hamburgers tell us something about the state of the economy?

Badger badgers his friend with a 50% portfolio allocation to $NVDA pre-earnings — was he right to do so? Mentioned: risk management, resulting, Monkey’s own violations of risk principles and their consequences, the law of investing gravity.

What is passive investing? What are ETFs? How are they contributing to a potential massive investing bubble bursting? Mentioned: Andrew Lipstein’s essay in Harper’s Magazine -- 401(k) Doomsday

https://harpers.org/archive/2024/06/

Chapters: 00:00:00 Intro 00:04:45 Nvidia Earnings 00:17:12 Does Macro Matter?

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