DV400 - H2 begins, Goldman Sachs now see 3 ra...

This episode explores Nvidia's latest earnings, market position, and future outlook, providing insights into tech stock valuation, investor sentiment, and long-term growth potential. 

In this episode, the team discuss recent market trends, earnings reports, and the outlook for tech stocks like AMD and Nvidia. They analyse the impact of AI demand, market sentiment shifts, and upcoming economic data such as non-farm payrolls. 

This week, Sim and Maia discuss what they look for when analysing a company to invest in. Sim shares the five key areas she focuses on: earning forecasts, annual reports, relative performance to the market, growth analysis, and analyst projections. They emphasise the importanc ...

In this episode, Jamie and Jaeden discuss Anthropic's recent funding round where they raised $3.5 billion, bringing their valuation to $61.5 billion. They explore the implications of this funding, the partnerships with major companies like Amazon, and the future of Anthropic in t ...  Show more

Market Turmoil & Economic Uncertainty: A Deep Dive into Non-Farm Payroll Report and Fed PoliciesIn this episode, we explore today's weaker-than-expected non-farm payroll report and its impact on the markets. Despite a brief improvement in stock indices following rate cut expectat ...  Show more

Impact investing – making investments for a positive, measurable social and environmental impact alongside a financial return – is seeing growing interest from investors, even in a world where many types of sustainable investing face scepticism. Berenice Lasfargues, Sustainabilit ...  Show more