Odd Lots · Sep 1, 08:00 AM UTC
Adam Posen Thinks Things Could Get Very 'Messy' for the Fed
Historical operation · Retained
“with Nvidia specifically, and whether.”
Quoted source · Speaker 3 · 44:53–49:05 · 67 source segments
- [1] 44:53–44:56
- [2] 44:56–44:59
- [3] 44:59–45:05
- [4] 45:05–45:08
- [5] 45:08–45:11
- [6] 45:11–45:13
- [7] 45:13–45:14
- [8] 45:14–45:16
- [9] 45:16–45:18
- [10] 45:18–45:20
- [11] 45:20–45:23
- [12] 45:25–45:27
- [13] 45:27–45:30
- [14] 45:31–45:33
- [15] 45:33–45:38
- [16] 45:38–45:41
- [17] 45:41–45:45
- [18] 45:45–45:50
- [19] 45:51–45:56
- [20] 45:56–46:00
- [21] 46:00–46:03
- [22] 46:03–46:05
- [23] 46:05–46:11
- [24] 46:11–46:15
- [25] 46:15–46:21
- [26] 46:22–46:24
- [27] 46:25–46:27
- [28] 46:27–46:32
- [29] 46:33–46:36
- [30] 46:37–46:41
- [31] 46:41–46:45
- [32] 46:45–46:49
- [33] 46:49–46:51
- [34] 46:52–46:55
- [35] 46:55–46:58
- [36] 46:59–47:04
- [37] 47:19–47:23
- [38] 47:23–47:28
- [39] 47:28–47:33
- [40] 47:33–47:34
- [41] 47:34–47:36
- [42] 47:36–47:39
- [43] 47:39–47:42
- [44] 47:42–47:45
- [45] 47:45–47:48
- [46] 47:48–47:52
- [47] 47:52–47:57
- [48] 47:57–48:00
- [49] 48:00–48:04
- [50] 48:04–48:05
- [51] 48:05–48:07
- [52] 48:07–48:08
- [53] 48:08–48:11
- [54] 48:11–48:13
- [55] 48:13–48:17
- [56] 48:17–48:19
- [57] 48:19–48:23
- [58] 48:24–48:28
- [59] 48:28–48:31
- [60] 48:31–48:36
- [61] 48:36–48:41
- [62] 48:41–48:45
- [63] 48:45–48:50
- [64] 48:50–48:53
- [65] 48:53–48:56
- [66] 48:57–48:59
- [67] 49:00–49:05
Model assessment
The transcript segments discuss NVIDIA in the context of GDP measurement and economic statistics, noting that its bottom line is unaffected by measurement issues and that the market has noticed its strong performance. However, these are general observations without a material positive or negative catalyst for NVIDIA's expected fundamentals, so no directional operation is warranted.
67 exact transcript citations