NVIDIA's Impact and Economic Insights Discussed (Full Transcript)

Speaker 1: There are moments in your career when you say, where were you in the dot-com bust? Where were you when Lehman's went under? Where were you in the debt crisis? Where were you when NVIDIA wiped out $593 billion, that deep-seek moment, the grey swan moment? The best line that I read yesterday was, it was almost like somebody released a $20 iPhone. That was the Foundry CEO, Jared Quince. Either way, it is about questioning what goes on at NVIDIA. We were up 5% at one juncture. This is the author of Black Swan, Taleb, and he says, get ready for something two to three times bigger at the hedge fund gathering in Miami this week. When it comes to the President of the United States of America and his Treasury Secretary, this is the flow. The President wants something much bigger than the 2.5% or the universal gradualism that Scott Besant wants to put out there. Either way, it's about reshaping supply tariffs to come on semis, pharma, steel, copper, and look at the big currencies going off it.