Morgan Stanley's Wilson on Nvidia, Market Risks, Fed

Publicado 2024-06-25
Mike Wilson, Morgan Stanley chief US equity strategist, talks about where he sees risks to the market, monetary policy, the rise of Nvidia, and how just a handful of mega caps are driving US stocks today. He's on "Bloomberg Surveillance."
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Todos los comentarios (21)
  • Is NVIDIA a safe buy to outperform the market this year? I'm tired of these new buys every week, just to make up some assets with low percentage on my $136k portfolio and try to keep everything around 10%.
  • @NatalieFormor
    I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, aiming to retire comfortably.
  • @nicolasbenson009
    The market and the Fed consistently underestimate the sticky nature of inflation. The markets are still unsure if the Federal Reserve will continue to its plan to raise interest rates until inflation is under control, despite the fact that bond yields are rising while stock prices are falling. What is the greatest strategy to take advantage of the current bear market while I'm still deciding whether to sell my $465k worth of stocks?
  • @BrewerVera
    One question please! Is NVIDIA a safe buy to outperform the market this year? I'm tired of these new buys every week, just to make up some assets with low percentage on my $236k portfolio and try to keep everything around 10%.
  • @Thomasbonner752
    This video indicates you don't need a high IQ to be a good investor, just 2 qualities, self discipline and a lot of patience. Investing is mostly about behavioral psychology. How can I generate more income to retire with at least $3m for long term care?
  • @Chris-kt3ok
    I thought he hid under a rock after he completely missed the boat for him and clients. Nvidia is down a few days, and he reappears! Someone tell Mike Wilson that Elections drive bull markets! When rates drop the market roars!
  • @aj-runner
    Does he still work for Morgan Stanley?
  • @dennismorris7573
    Great interview, super-intelligent, well-formed questions by the Bloomberg journalists.
  • @jw999
    This dude is still not fired??!!
  • @jhull5870
    Wilson has lost most of his credibility. I'm here just to read other comments.
  • @in4cer457
    Can you remember when Willson was right????😂😂😂 I want his job 😅😅😅
  • @Aarrenrhonda3
    I keep telling both friends and family; Now is the perfect time to own a Tech Stock, With everything going on and seeing how the world is been run by AI and all Tech is here to stay and you don’t want to miss it
  • @paulo4371
    I would not listen to Mike Wilson you will get broke. He is the biggest bear. I’m more positive with the US market vs the rest of the world! Nvidia is the forefront of the next Industrial Revolution.
  • @MartyMeyerdierks
    You gotta give it to him. He is sticking to his forecast from 3 years. Eventually market will turn bear in the future and he will say then I told you so.
  • @hana_moon
    Nvidia boat is a speeding ahead. Is not just the US companies need AI, it is the whole entire world want it.
  • Confusion from the Fed, they say 3 rate cuts, no rate cuts, rate hikes, one rate cuts, aah maybe future rate hikes, this is giving inconsistent and confusion in markets
  • @TXDuckman1717
    Let’s create an inverse Mike Wilson ETF. You’ll outperform.