Why Nvidia is Going to 10 Trillion Dollars with Adam Parker and Rob Sechan
4/24/20261 hr 28 min
On episode 239 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Adam Parker and Rob Sechan to discuss: software stocks, AI and corporate profitability, searching for value in the current market, and much more! This episode is sponsored by Public and ClearBridge Investments. Learn more at https://public.com/compound Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. To learn more, go to https://www.clearbridge.com/ Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Clips
Showing 10 of 12Transcript preview
First 90 secondsMichael Batnick· Host0:00
You guys are actual friends? Like, real- Yes. Yeah? Tell us, tell us about it.
Josh Brown· Host0:04
They go tip to tip, these guys- [laughs] ... when they hug it out. They do.
Michael Batnick· Host0:08
Dude.
Rob Sechan· Guest0:08
There's a story behind that.
Adam Parker· Guest0:09
That's a mutual, that's a mutual friend of ours, but yeah.
Michael Batnick· Host0:10
How long, how long do you guys go back?
Adam Parker· Guest0:12
He told me- Wait, you have a friend named Tip To Tip? [laughs] He told me- [laughs] That's a great nickname. We're not gonna say who it is.
Rob Sechan· Guest0:17
Yeah, T-T-T. We cannot say who it is.
Adam Parker· Guest0:20
He- No, no, no, no, no. He told me a- I can tell the story if you want it, Jon. Yeah, you can, you tell the story.
Michael Batnick· Host0:25
The mic's hot. The mic's hot.
Adam Parker· Guest0:25
Don't say, don't say the name. Don't say the name.
Rob Sechan· Guest0:27
So we are gonna say the name. [laughs] [laughs] But, but it's, it's honestly hysterical. It's really, I, I, I met Adam, we have a lot of mutual friends. He came to meet me in Fort Lauderdale. We're having lunch, uh, we're a client of his firm. And he goes, "This guy, you know, I know him well, we're mutual friends," this, that, and the other thing. And he goes, "He's a real, he's a real tip to tip guy." [laughs] And I said- What does that mean? "What, what does that mean?" [laughs] And he goes, he goes, "You know how when some people hug you and shake your hand, they kind of lean the shoulder to the side?"
Michael Batnick· Host0:59
He, he comes in like this?
Rob Sechan· Guest1:00
"He comes in straight and hugs you." [laughs] [laughs] And he said, "It is full frontal." I could not stop laughing- I respect that ... the entire lunch.
Michael Batnick· Host1:08
Yeah.
Adam Parker· Guest1:08
Oh no, we both, to be clear, we both really love this guy. Like, it's not a- We love him. And, and he- I would hope so ... and he's, like, the only person I would say I hope- Yeah, now you do ... that he can get away with it. [laughs] Like, like, right? Like, it actually- It's like- It's Tom Brady, it works, and we both love him ...
Michael Batnick· Host1:19
it's a very well, it's a very well-known person.
Adam Parker· Guest1:21
Yeah.
Michael Batnick· Host1:21
[laughs] So, so you call Robinson to- We were talking about it, and then he called our mutual friend and was like, "Track him."
Josh Brown· Host1:27
Did you laugh hysterically when you heard we were in trouble?
Adam Parker· Guest1:29
Yeah, I, I could not,