{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"8-29-24 Is Nvidia Priced for Perfection?","description":"Looking ahead to September; why election polling is wrong; policy differences between Harris and Trump, and potential impact on markets. Nvidia earnings report rundown and stock buy back announcement. Nvidia owns 80% of market share for GPU's for data centers, with a new Blackwell chip on the way. Syppy &amp;amp; demand will be key to pricing. Groth expectations and market weighting; Nvidia valuation is extremely expensive: Priced for perfection, but difficult to deliver. How long can current marings hold, and who will compete w Nvidia? Picking the &quot;next&quot; Nvidia is impossible to know. The benefits from AI are different from company to company. Update on the Roberts' Home Remodel: Kitchen Aide mixer &amp;amp; Coffee maker; The Fed: No doubt about cutting rates, just how much, how fast? Recession is the question (when)? Taking rates to zero would imply recession; we're in a record-long stretch of Yield Curve inversion; un-inversion is due. Recession indicators; pay attention to what the Bond Market and Yield Curves are saying. Dollar General's &quot;cratering demand,&quot; and Klarna's AI-fueled layoffs. SEG-1: September Forecast &amp;amp; Nvidia Reports SEG-2: Priced for Perfection, Hard to Deliver SEG-3A: The Roberts' Remodel SEG-3B: The Fed: No Doubt About Cutting Rates SEG-4: Recession Indicators: What the Yield Curve Saith Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https:\/\/www.youtube.com\/watch?v=JtS6mftSN0Y&amp;amp;list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&amp;amp;index=1&amp;amp;t=3s  ------- Register for our Retirement Blueprint presentation: https:\/\/www.eventbrite.com\/e\/993906249347?aff=oddtdtcreator ------- Articles mentioned in this report: &quot;Yield Curve Shifts Offer Signals For Stockholders&quot; https:\/\/realinvestmentadvice.com\/yield-curve-shifts-offer-signals-for-stockholders\/  &quot;Overbought Conditions Set Up Short-Term Correction&quot; https:\/\/realinvestmentadvice.com\/overbought-conditions-set-up-short-term-correction\/  &quot;Signals Suggest Bulls Trump Bears\u2026For Now.&quot; https:\/\/realinvestmentadvice.com\/newsletter\/ ------- The latest installment of our new feature, Before the Bell, &quot;Nvidia Knocks the Cover off the Ball &quot; is here:&amp;nbsp; https:\/\/www.youtube.com\/watch?v=2e1WEWVHDKs&amp;amp;list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&amp;amp;index=1  ------- Our previous show is here: &quot;Stop Worrying About Taxes&quot; https:\/\/www.youtube.com\/watch?v=f9tNkglBWHs&amp;amp;list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&amp;amp;index=1&amp;amp;t=2s  ------- Get more info &amp;amp; commentary:&amp;nbsp; https:\/\/realinvestmentadvice.com\/newsletter\/ -------- SUBSCRIBE to The Real Investment Show here: http:\/\/www.youtube.com\/c\/TheRealInvestmentShow -------- Visit our Site: https:\/\/www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https:\/\/www.simplevisor.com\/register-new -------- Connect with us on social: https:\/\/twitter.com\/RealInvAdvice https:\/\/twitter.com\/LanceRoberts https:\/\/www.facebook.com\/RealInvestmentAdvice\/ https:\/\/www.linkedin.com\/in\/realinvestmentadvice\/ #Nvidia #PrivateEquity #AIcompanies #FinancialMarkets #TechnologyInvestment #PublicCompanies #FutureTechTrends #InvestmentRisk #Opportunities #TechBirth #MarketEntry #Innovation #InvestmentAdvice #NextBigCompany #FederalReserve #InterestRates #YieldCurve #Recession #Markets #Money #Investing ","author_name":"The Real Investment Show Podcast","author_url":"http:\/\/soundcloud.com\/the-lance-roberts-show","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/32795322\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/87A93A\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/32795322"}