PODCAST · business
The Futurum Equities Video Podcast
by futurumequitiesvideopodcast
(Hosted by Shay Boloor and Daniel Newman)We’re not here to recap headlines. We’re here to unpack how Nvidia’s architecture is reshaping data centers. How AI agents will disrupt every enterprise. The markets are about to get harder. AI is about to explode and chance the world. The next five years will break most of the frameworks people have used for the last decade. That’s exactly why we’re doing this. Because if you want to survive this next cycle, you need to understand how real tech scales and how money moves around it. The Futurum Equities podcast is committed to deliver Insights from the Inside with each and every episode.
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Futurum Equities Video Podcast | Ep. 7
$googl__$amzn__$meta__$msft__$net__$aapl__$sofi__$hood__$arm
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Futurum Equities Podcast | Ep. 9
Daniel and Shay discuss urgent trends in the software industry, focusing on challenges faced by SaaS companies amid rising AI technologies. Insights from Monday.com's earnings report indicate cautious future expectations. Predictions suggest many SaaS companies may not survive. The conversation also covers market dynamics, investment strategies, and the impact of volatility on trading, with a focus on companies like Nvidia and AMD, and national security concerns regarding technology exports.
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Futurum Equities Video Podcast | Ep.8
Episode eight shares a personal travel story while providing insights into the investment community during a tough earnings week. It discusses macroeconomic factors, including Trump's tariffs and their effects on tech companies like Intel. The episode also examines leadership styles, stock performances of AMD and NVIDIA, and the AI market's competitive landscape. Investment strategies and the financial positions of companies like Trade Desk and Hims are analyzed, highlighting the need for strategic pivots.
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ABOUT THIS SHOW
(Hosted by Shay Boloor and Daniel Newman)We’re not here to recap headlines. We’re here to unpack how Nvidia’s architecture is reshaping data centers. How AI agents will disrupt every enterprise. The markets are about to get harder. AI is about to explode and chance the world. The next five years will break most of the frameworks people have used for the last decade. That’s exactly why we’re doing this. Because if you want to survive this next cycle, you need to understand how real tech scales and how money moves around it. The Futurum Equities podcast is committed to deliver Insights from the Inside with each and every episode.
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