We have a special episode today, breaking down the CHIPS Act. We've covered the semiconductor space in depth on Business Breakdowns, but in this conversation, we go broader. We discuss the CHIPS Act, enacted by Congress in 2022, which aimed at boosting the US's semiconductor manufacturing capabilities to better compete with East Asia.
America had been depend ... Show More
Aug 7
PE Perspective on Insurance Brokers - [Business Breakdowns, EP.225]
This is Matt Reustle. Today's Breakdown caters to both public and private investors alike. My guest is Aaron Cohen, head of the Financial Services and Technology Group at GTCR, and our topic is insurance Brokers. I was initially intrigued by Aaron and GTCR after seeing their anno ... Show More
58m 35s
Jul 23
CME Group: The House Always Wins - [Business Breakdowns, EP.224]
This is Matt Reustle and today we are breaking down the Chicago Mercantile Exchange. My guest is Adam Chandler, co-PM at Claremont Global, and together we get into the nitty gritty of exchanges. We all know how integral exchanges are to the financial system but we rarely stop to ... Show More
1 h
May 2024
Episode 150: 1 Chip Stock Ready For A New Data Center Power Bull Market? Texas Instruments (TXN) Stock
Welcome back to Chip Stock Investor! In this special episode, we are joined by Jason Hall from Investing Unscripted. We discuss Texas Instruments (TXN), its recent stock price rally, manufacturing innovations, and future prospects. Learn about the key factors impacting TI, includ ... Show More
28m 42s
Dec 2024
Episode 244: Robotics Long-Term Investment: Cheap Semiconductor Stock Pick (Not Nvidia) For 2025?
Supercharge your analysis with AI! Get 25% of your membership with our special link here: https://finchat.io/csi/ (Only until Dec 2, 2024. After that, get 15% off with our link☝️ )
Investors want to know about long-term investing in robotics stocks, and Nvidia is an obvious choic ... Show More
22m 54s
Jan 2025
Stocks That Could Soar with Trump in Office
Welcome back to another insightful clip of Market Mondays! In this engaging clip, Rashad Bilal, Ian Dunlap, and Troy Millings break down the stocks that are poised to benefit from Donald Trump's tenure in office. This detailed discussion covers several sectors and highlights ... Show More
3m 57s
Aug 2024
Episode 190: New Amazon (AMZN) Chips Are Coming – Are They “Nvidia Killers?”
Amazon put up strong earnings growth performances in its e-commerce, media, and advertising segments. However, the main spotlight is once again on AWS, which, despite being a smaller part of Amazon's revenue, generates the majority of its profits. We discuss AWS's impress ... Show More
16m 4s
Apr 2025
155. The Fed Isn’t Coming to Save Us Plus Endowment Talk and Big Tech Breakups
Send us a textThis week, we break down the tension between Jerome Powell and Donald Trump—and what it actually means for monetary policy. If you listened to Powell’s latest remarks at the Economic Club of Chicago, you may not have thought much of it, but anyone knows how to decod ... Show More
46m 46s
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US.
Recorded on Feb 3rd, 2025Views are my own thoughts; not Financial, Medical, or Legal Advice.
Ray Dalio is a renowned investor, hedge fund manager, and p ... Show More
1h 46m