E27 w/Kashyap Sriram: NVIDIA Still F#K'd; Economy Too?
Update: 2023-10-17
Description
My guest today is Kashyap Sriram. We had the pleasure of speaking a few weeks ago when his thread on the NVIDIA earnings went viral. Today, we got to revise this short thesis on NVDA, but we also covered A LOT more.
We discussed the macro outlook for the US, the implications of war for investors, inflation, rates, monetary policy, gold Bitcoin and Austrian economics.
I really enjoyed this conversation with Kashyap and I felt like I really got a good understanding of what his process is as an investor.
Please enjoy, like, share and subscribe!
Follow Kashyap:
Twitter: https://twitter.com/kashyap286 https://www.kashyapsriram.com/
Follow Me:
Twitter: https://twitter.com/JamesCFoord
Youtube: / @thepragmaticinvestor
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jamesfoord.substack.com/subscribe
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