16. Iran War Shocks Markets | Nvidia vs AMD, Nasdaq Correction & Private Credit Panic скачать в хорошем качестве

16. Iran War Shocks Markets | Nvidia vs AMD, Nasdaq Correction & Private Credit Panic

Markets are reacting fast to escalating tensions in the Middle East. We break down how the Iran conflict is impacting stocks, oil, inflation expectations, and volatility and what it means for investors right now. We dive into the AI semiconductor trade, comparing NVIDIA and Advanced Micro Devices, and discuss whether this pullback is a buying opportunity or the start of something deeper. Is the Nasdaq heading for an official 10% correction? On the private markets side, we examine redemption pressure at Blackstone and discuss whether firms like Ares Management and Blue Owl Capital are facing a broader private credit reckoning — or if panic is creating opportunity. © 2026 Kingsview Wealth Management Important Disclosures: Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates. You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the Positively Sloped participants deem reliable. Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds. As of the date of this recording, those strategies and funds held positions in NVIDIA, Palantir Technologies, and did not hold positions in AMD, Blue Owl Capital, Micron, Blackstone, Ares Management, Proctor and Gamble, Biogen, or 3M.