OM DENNE EPISODE
Thank you to Shannon for being on!Shannon - https://www.nb.com/en/global/biograph...Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvesting00:00 - Intro00:35 - How Shannon got into Investing and Media08:50 - The Iran War and Inflation15:30 - Labor Markets17:05 - Advising Clients during a downturn24:11 - Healthcare27:30 - Emerging Markets33:50 - Will AI Change Everything41:55 - Agents45:40 - Why Countries Lend the US Money48:45 - Retail Investors Impact on Stocks55:10 - Staying in cash vs investing59:18 - Rapid Fire
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ANDRE EPISODE I DENNE PODCAST
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - skip or embrace the cringe04:05 - palantir earnings15:44 - zeta18:34 …
Thanks to Annanay for taking the time!Annanay - https://x.com/annanaySteve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpodQFEX - https://www.qfex.com00:00 - Intro00:31 - What does a Quant do08:05 - Dark Pools13:10 - Retail vs Quant Approa…
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Intro03:04 - Nebius and Coreweave08:00 - New Nvidia Deal20:31 - Burry…
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod00:00 - Leopold's Fund11:50 - Amazon Earnings17:20 - Microsoft Earnings24:32 …
Thank you for watching -- let us know if anything you'd want to hear about next week, episodes every Friday!Steve - https://x.com/stevenfiorilloAmit - https://x.com/amitisinvestingBasis Points - https://x.com/basispointpod
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