AI revolution is 'very real,' says Research Affiliates' Rob Arnott

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  • Опубліковано 23 чер 2024
  • Rob Arnott, Research Affiliates founder and chairman, joins 'Squawk on the Street' to discuss Nvidia, the semiconductor company's competitors, markets, and more For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/42d859g
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КОМЕНТАРІ • 91

  • @LisaSchulte53
    @LisaSchulte53 2 дні тому +84

    Overall, 60% of traders think this year would favor stocks, mutual funds, and other equity-based investments, despite Treasury yields and other safer cash-like investments paying big. I’m looking for opportunities in the market that could fetch me $1m ahead of retirement by 2025.

    • @WillieGoyette
      @WillieGoyette 2 дні тому

      Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience. If you're new to investing or don't have much time, it's best to get advice from an expert.

    • @eghiremeprofit7751
      @eghiremeprofit7751 2 дні тому

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    • @LisaSchulte53
      @LisaSchulte53 2 дні тому

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      @eghiremeprofit7751 2 дні тому

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    • @LisaSchulte53
      @LisaSchulte53 2 дні тому

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  • @mEAngurrrrl
    @mEAngurrrrl 4 дні тому +52

    Love it! Semiconductors and chips are clearly leading the way, I’m up $532k!… I think this tech bull market continues well into 2025

    • @So.ladylike
      @So.ladylike 4 дні тому

      I have over 30 stocks in my portfolio, but I am beginner taking baby steps, and my portfolio is in the red already 😢

    • @henrymitchell9717
      @henrymitchell9717 4 дні тому +1

      I’ve been eyeballing a couple of Tech stocks and Nvidia for a while now. I own no AI stocks in my portfolio and would love to have that addition, but every time I watch these UA-cam videos on how to properly diversify my portfolio I am left with more confusion than confidence. I just inherited a small fortune and don’t want to mismanage it

    • @mEAngurrrrl
      @mEAngurrrrl 4 дні тому +2

      Keep it simple, buy things you understand, take some risk but don’t try to shoot the lights out. Having a skilled advisor that helps implement the right strategies is invaluable :)

    • @So.ladylike
      @So.ladylike 4 дні тому

      The advisor that guides you Shelby if you feel comfortable sharing a little bit more info, I really could use come help

    • @mEAngurrrrl
      @mEAngurrrrl 4 дні тому

      Well, I am with Christine Marie Mila. Very impressed with her services and platform so far. She’s FINRA licensed

  • @ziaahmed4735
    @ziaahmed4735 4 дні тому +14

    This guy has no clue

  • @KJB-gn8mr
    @KJB-gn8mr 4 дні тому +11

    NVDA is so far ahead of other chip makers , by the time competitors get to where they are now , NVDA will be a generation ahead ... You have to pay up for quality , especially when quality companies own the particular market ( see VRTX , ISRG , VEEV , META , .... ).

  • @BillingCantwel
    @BillingCantwel 17 годин тому +11

    I wasn't financial free until my 40’s and I’m still in my 40’s, bought my third house already, earn on a monthly through passive income, and got 4 out of 5 goals, just hope it encourages someone's that it doesn’t matter if you don’t have any of them right now, you can start TODAY regardless your age INVEST and change your future! Investing in the financial market is a grand choice I made.

    • @Karagoldberg7
      @Karagoldberg7 16 годин тому

      yeah investment is the key to sustaining your financial longevity but venturing into any legitimate Investment without a proper guidance of an expert can lead to a great loss too

    • @DustabChristopher
      @DustabChristopher 16 годин тому

      Hello, I’m 37 and I am not worth much yet , please help me out. Bought my first house last month and I can't seem to make any other smart investment.

    • @AnneliaCoccu
      @AnneliaCoccu 16 годин тому

      wanted to trade, but I got discouraged with the market price fluctuations

    • @AnneliaCoccu
      @AnneliaCoccu 16 годин тому

      Can you recommend a guide for me?

    • @EmiliaGradel
      @EmiliaGradel 16 годин тому

      Haven't you heard of Expert Chrissy Barymoer ?He gives excellent guide on the right stock with high dividend

  • @MatthewMS.
    @MatthewMS. 4 дні тому +3

    As soon as I hear “year 2000” that’s all I need to know of the contributors homework. 🖤💚📈🇺🇸

  • @cozyslor
    @cozyslor 4 дні тому +2

    I thought Burl Ives was dead?

  • @louisdiblasi5441
    @louisdiblasi5441 3 дні тому

    Even AI English creators know AI limitations, giving it a five year window to possibly learn on its own.

  • @cozyslor
    @cozyslor 4 дні тому +1

    You can't compare the value of European and other foreign markets to the US as they are not constructed the same. The US is much more technology/innovation based while Europe (for example) has more banking and manufacturing. Apples and oranges.

  • @user-ov8sv9ns5l
    @user-ov8sv9ns5l 4 дні тому +1

    At last, I got the opportunity to bargain hunt Nvidia.

  • @louisdiblasi5441
    @louisdiblasi5441 3 дні тому

    Even if just one more person could read or one more belly is full in the same time period. Couldn't we all agree we have grown as a people.

  • @Max-jn5sp
    @Max-jn5sp 4 дні тому

    Hi Brian, how will a tax free tip affect employers who pay minimum wage? Has there been any word on expanding the restaurant power?

  • @ryanfrazier8153
    @ryanfrazier8153 4 дні тому

    "Do you really think that other companies won't catch up to Nvidia in a few years?" "Yeah Rob, but like... that's in a few years. They're going to dominate the market and post massive profits until then...?"

  • @syedarmaghanhassan4652
    @syedarmaghanhassan4652 4 дні тому +6

    He should buy soap-water, and make bubbles, coz he's gor no clue! 🛀

    • @ziaahmed4735
      @ziaahmed4735 4 дні тому +1

      He already bought soup and making bubbles in his privacy lol

    • @syedarmaghanhassan4652
      @syedarmaghanhassan4652 4 дні тому +1

      @@ziaahmed4735 hahaha

    • @mikezooper
      @mikezooper 3 дні тому

      All businesses will eventually be AI. You’re wrong. There is a bubble but the long term trajectory is full on AI.

    • @syedarmaghanhassan4652
      @syedarmaghanhassan4652 3 дні тому

      ​@@mikezooper you can also join the expert in the video, and make bubbles with soap-water! Bubble means extended multiples without profitability and profit-growth. NVIDIA is profitable, and growing profits. 🎤

  • @GM4ThePeople
    @GM4ThePeople 2 дні тому

    "Rob Arnott" is an anagram for "Boron Tart". o/

  • @Thenobelfan
    @Thenobelfan 3 дні тому

    So what he is saying , don’t put money in a company which has clear strong earnings visibility , take out money , and put money in less visibility

  • @dr_flunks
    @dr_flunks 4 дні тому +2

    nvidias selling shovels. there is potential infinite gold out there. we gonna need shovels.

  • @KennyStratton
    @KennyStratton 3 дні тому

    As soon as NVDA turns, I’ll be back all in.

  • @VinegarMoneyGrows
    @VinegarMoneyGrows 2 дні тому

    If you buy AFTER the crash, you avoid buying losers, and the rest beats S&P handily.

  • @louisdiblasi5441
    @louisdiblasi5441 3 дні тому

    Things like education and feeding the hungry.

  • @christiancoronado
    @christiancoronado 4 дні тому +1

    It's a bubble, and a lot of AI marketing is fear mongering.

  • @louisdiblasi5441
    @louisdiblasi5441 3 дні тому

    Key word "possibly"

  • @louisdiblasi5441
    @louisdiblasi5441 3 дні тому

    People should focus on more realistic concepts.

  • @navi2102
    @navi2102 4 дні тому

    Revolutionary or Evolutionary?

  • @musiccreation1198
    @musiccreation1198 4 дні тому

    It is NOT 2000.

  • @daveflexbail
    @daveflexbail 3 дні тому

    that is surely a hot take

  • @montino_mygame
    @montino_mygame 4 дні тому

    I think Nvidia's price is too expensive now. and that happened because the news was overhyped. eventually it will return to its fair value. Most likely it will be under 100$. Many influencers say that Nvidia is fine because they want to cut at the best price to avoid losses. they say to hold long term But the funny thing is that no one discusses the conflict behind China, Taiwan, TSMC and Nvidia.
    And did you know... because of that, it was hard for Nvidia to getting chip supplies.

  • @ziaahmed4735
    @ziaahmed4735 3 дні тому +1

    bubble in his Ars

  • @Chris-kt3ok
    @Chris-kt3ok 3 дні тому

    The PIE is growing faater , and he is talking about stealing market share as a problem.

  • @user-xr6zm8cx6r
    @user-xr6zm8cx6r 4 дні тому

    How long Bull will walk it needs some rest and 🐻 has to take the place.

  • @davidguerrero1636
    @davidguerrero1636 4 дні тому

    yay everything will get more mediocre but at least we'll all be out of a job

  • @louisdiblasi5441
    @louisdiblasi5441 3 дні тому

    Possible but unlikely

  • @syedarmaghanhassan4652
    @syedarmaghanhassan4652 3 дні тому

    Bubble means extended multiples without profitability and profit-growth. NVIDIA is profitable, and growing profits. 🎤

  • @KT-zx9jr
    @KT-zx9jr 3 дні тому

    The term bubble is so misoverused its time to ditch the word....

    • @mikezooper
      @mikezooper 3 дні тому

      There’s a bubble in the bullish attitude towards the word bubble.

  • @RajDeelish
    @RajDeelish 3 дні тому

    This old guy is embarrassing himself.

  • @Bradgilliswhammyman
    @Bradgilliswhammyman 4 дні тому +1

    AI hype is starting to get played out.

    • @KrustyKlown
      @KrustyKlown 4 дні тому +9

      The best AI applications haven't even be invented yet .. there is a hell of a lot more hype to come over the next decade.

    • @HardKore5250
      @HardKore5250 4 дні тому

      Making movies and music with ai is all you need!

  • @kyungshim6483
    @kyungshim6483 4 дні тому +1

    Finally a man with reason.