In the latest Sharesify podcast, the chaps talk Nvidia (NASDAQ:NVDA), European stocks hitting fresh highs, retail, industrial stocks and more.
Ian has the latest on markets and the fallout from Jensen Huang’s exit from chips champ Nvidia. James highlights a good week for retailers, with Watches of Switzerland (LON:WOSG) and Burberry (LON:BRBY) showcasing their resilience and value-focused B&M (LON:BME) and The Works (LON:WRKS) rallying on positive news.
James recaps his meetings with the managers of Strategic Equity Capital (LON:SEC), CT Progressive Income (LON:CTUK) and the VT Tyndall Unconstrained UK Income Fund (BYX0D83).
In addition, Ian debates whether Amanda Blanc’s claim that Aviva (LON:AV.) is ‘in great shape’ stands up to scrutiny. He also explains why industrials stocks have piqued his interest.
Finally, the chaps preview results from Applied Nutrition (LON:APN), JD Sports (LON:JD) and Gear4music (LON:G4M), as well as Diploma (LON:DPLM), Halma (LON:HLMA) and Melrose (LON:MRO).
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