Sticky Inflation Situation, Nvidia Defying Gravity?, Google’s Chip Shot 4/10/24

March’s CPI number came in hotter than expected, hurting the probability for a June rate cut, but our market guest sees a lot of opportunities in both stocks and bonds. Plus, Nvidia’s defying gravity according to our trader. He’ll tell us how to position. And Google is unveiling a new chip and calling out the competition. We spoke exclusively with the Google Cloud CEO and bring you the highlights.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.