Nvidia and Jackson Hole take center stage
Summary
Host Kim Kahn previews a pivotal week featuring NVIDIA’s earnings and Fed Chair Kevin Warsh’s Jackson Hole speech. Investors await NVIDIA’s AI demand updates and Warsh’s stance on rising bond yields amid Treasury buybacks. The episode also covers Canada’s retaliatory tariffs against the US and highlights ex-dividend dates for 3M, Hyatt, T-Mobile, and eBay.
Topics discussed
Intro: NVIDIA earnings and Jackson Hole preview
NVIDIA earnings expectations and potential hangover
NVIDIA price targets and related stock correlations
Upcoming earnings calendar and Jackson Hole schedule
Conflict between Fed and Treasury on bond yields
Fed balance sheet and yield curve steepening outlook
Canada imposes retaliatory tariffs on US imports
Trump's comments and upcoming ex-dividend dates
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