The rise of US chip maker NVIDIA has been  phenomenal as artificial intelligence changes our world. But how long can NVIDIA’s run last and what should retail investors consider when it comes to AI?

We put these questions to PIE Funds Head of Global Research Guy Thornewill and PIE Founder and Chief Investment Officer Mike Taylor.

This conversation  provides perspective on NVIDIA’s business model, the competitors on its heels, who stands to win and lose, and is the stock overvalued?  

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Brought to you by Sharesies, with BusinessDesk.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

The rise of US chip maker NVIDIA has been  phenomenal as artificial intelligence changes our world. But how long can NVIDIA’s run last and what should retail investors consider when it comes to AI?
We put these questions to PIE Funds Head of Global Research Guy Thornewill and PIE Founder and Chief Investment Officer Mike Taylor.
This conversation  provides perspective on NVIDIA’s business model, the competitors on its heels, who stands to win and lose, and is the stock overvalued?  
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Brought to you by Sharesies, with BusinessDesk.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in Brought to you by Sharesies

Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in Brought to you by Sharesies
Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

Shared Lunch

A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in

Brought to you by Sharesies, with BusinessDesk.

Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

NVIDIA’s success in the AI revolution

Presenter, podcaster, and author (and sometimes ultramarathon runner) Brodie Kane spills about facing redundancy at the outset of a pandemic—with a 700k mortgage.

What seemed like a huge setback pushed her to go out on her own, joining forces with her Mum financially, and even leading to hosting a new show about co-ownership in NZ’s brutal housing market.

“I'm 38, a single woman. I have to be in charge of making sure that I can secure a future for myself, if I'm going to be doing it on my own… so that I can go and be one of those fabulous ladies, you know, with a gin at midday like ‘la dee dah’.” 

More Than Money is a series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time of recording.

Presenter, podcaster, and author (and sometimes ultramarathon runner) Brodie Kane spills about facing redundancy at the outset of a pandemic&mdash;with a 700k mortgage.
What seemed like a huge setback pushed her to go out on her own, joining forces with her Mum financially, and even leading to hosting a new show about co-ownership in NZ&rsquo;s brutal housing market.
&ldquo;I'm 38, a single woman. I have to be in charge of making sure that I can secure a future for myself, if I'm going to be doing it on my own&hellip; so that I can go and be one of those fabulous ladies, you know, with a gin at midday like &lsquo;la dee dah&rsquo;.&rdquo; 
More Than Money is a series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls.&nbsp;Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don&rsquo;t miss a thing.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time of recording.

'I don't mind the word failure' - Brodie Kane | More Than Money

https://api.omny.fm/orgs/7784f840-c291-422a-924b-ad9000bbad71/clips/7bf75bcd-b3b7-4dc6-a98f-b25e01818b15/transcript

Luke Kemeys wants you to give money to a stranger.

The financial literacy champion and host of Keep the Change reveals how starting a business has transformed his perspective on money—and his entire worldview.

Luke reckons that while money isn’t necessarily easy to come by, it starts with believing that wealth is attainable, and all around you.

“If you believe that every dollar you get, you've got to hold on to, and you'll never have another dollar, then you're probably gonna live scarce."

In this episode of More than Money, Luke opens up about the grind of entrepreneurship and the power of giving without expectation, and even tells us how you can apply accounting concepts in your own life.

More Than Money is a series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Episodes drop every Monday and Thursday in January. Watch this episode on YouTube or Subscribe to the Shared Lunch feed so you don’t miss a thing. 

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time of recording.

Luke Kemeys wants you to give money to a stranger.
The financial literacy champion and host of Keep the Change reveals how starting a business has transformed his perspective on money&mdash;and his entire worldview.
Luke reckons that while money isn&rsquo;t necessarily easy to come by, it starts with believing that wealth is attainable, and all around you.
&ldquo;If you believe that every dollar you get, you've got to hold on to, and you'll never have another dollar, then you're probably gonna live scarce."
In this episode of More than Money, Luke opens up about the grind of entrepreneurship and the power of giving without expectation, and even tells us how you can apply accounting concepts in your own life.
More Than Money is a series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Episodes drop every Monday and Thursday in January. <a href="https://youtu.be/vQrG92gU4oE">Watch this episode on YouTube </a>or Subscribe to the Shared Lunch feed so you don&rsquo;t miss a thing.&nbsp;
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time of recording.

'Think with abundance' - Luke Kemeys from Keep the Change | More Than Money

https://api.omny.fm/orgs/7784f840-c291-422a-924b-ad9000bbad71/clips/7008c4ce-a268-46d8-a40d-b25c0086213d/transcript

Are Kiwis lacking connection?

Broadcasting legend Paddy Gower reckons it’s time we take some simple steps to feel more connected and fulfilled.

In the very first episode of More than Money, the TV and radio veteran talks frankly about our need for closeness, how getting sober led to taking control of his finances, and how the story of his recovery has formed an unexpected second act in his career.

Paddy describes how 2024’s media layoffs forced him to think long and hard about money for the first time—and to reinvent himself professionally at the age of 47.

More Than Money is a limited podcast series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls.

Episodes drop every Monday and Thursday in January.

Subscribe to the Shared Lunch feed so you don’t miss a thing.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time of recording.

Are Kiwis lacking connection?
Broadcasting legend Paddy Gower reckons it&rsquo;s time we take some simple steps to feel more connected and fulfilled.
In the very first episode of More than Money, the TV and radio veteran talks frankly about our need for closeness, how getting sober led to taking control of his finances, and how the story of his recovery has formed an unexpected second act in his career.
Paddy describes how 2024&rsquo;s media layoffs forced him to think long and hard about money for the first time&mdash;and to reinvent himself professionally at the age of 47.
More Than Money is a limited podcast series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls.
Episodes drop every Monday and Thursday in January.
Subscribe to the Shared Lunch feed so you don&rsquo;t miss a thing.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time of recording.

 'It all came crashing down' - Patrick Gower | More Than Money

https://api.omny.fm/orgs/7784f840-c291-422a-924b-ad9000bbad71/clips/fc3ed166-a771-4430-8b7a-b24c003e1d75/transcript

NVIDIA’s success in the AI revolution

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