Oil, Inflation & The Fed: Is a New Market Shock Coming? | Dale Smothers скачать в хорошем качестве

Oil, Inflation & The Fed: Is a New Market Shock Coming? | Dale Smothers

Is Nvidia (NVDA) a gift right now… or a warning sign? In this interview on The Big Skinny, Lou Basenese sits down with Dale Smothers of RDS Wealth Management to break down the market rotation out of AI, what’s really happening with Nvidia (NVDA) and Microsoft (MSFT), and how investors should position for oil volatility and potential Fed rate cuts. Dale explains why Nvidia (NVDA) is now “priced for proof,” why he’s buying selective dips in the Mag 7, and how equal-weight strategies like RSP are quietly outperforming. They also tackle the energy surge, inflation risks tied to oil and geopolitics, and what happens if the Fed stays on hold until new leadership takes over. Plus: • Why dividend ETFs like HDV and OBL are working right now • Short-duration bonds vs long-duration risk • Tactical option strategies and buffered ETFs • The speculative AI/data center play he’s trading - Applied Digital (APLD) • Where crypto fits — or doesn’t — in retirement portfolios If you’re navigating volatility, rising oil prices, and uncertainty around rate cuts, this conversation will help you think more strategically about risk, rotation, and opportunity. #rsp #nvda #oil - - - - - - - - - - - - - - - - - - Not financial advice. For entertainment only. See full Terms & Conditions on TheBigSkinny.com - - - - - - - - - - - - - - - - - - New to The Big Skinny? 🖥️ Livestream Every Monday @5pm ET The Big Skinny LIVE cuts through Wall Street noise so Main Street can actually win — with data, charts, and zero fluff. Whether you’re a seasoned investor or just trying to figure out what the heck the Fed actually does, we break it all down in a way that makes sense — no MBA or nap required. Subscribe and never miss an episode:    / @lou_basenese   👉 Follow Lou on Social Media: Twitter: https://x.com/LouBasenese LinkedIn:   / lou-basenese-174821128   -------------------------- CHAPTERS: -------------------------- 00:00 Introduction & Market Overview 01:18 Mag Seven Strategy 01:55 Equal Weight S&P Discussion 03:31 Oil Prices & Geopolitical Risks 05:21 Fed Policy & Interest Rates 06:55 Portfolio Strategy & Fixed Income 09:43 Speculative Opportunities