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S19E6: NVIDIA’s China Comeback Fuels Market Rally Despite Rising Inflation (July 15, 2025)
Manage episode 494610883 series 2661694
NVIDIA’s surprise approval to resume selling AI chips to China sent its stock soaring and lifted the broader market - even as fresh inflation data showed price pressures ticking back up.
Jenny Rae and Namaan break down why NVIDIA’s China comeback matters for investors and how U.S. policy is shaping global chip strategy.
They also explore what rising inflation could mean for Fed decisions ahead.
Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.
- Subscribe to the Market Outsiders feed for daily episodes (Apple, Spotify).
- Follow Management Consulted on LinkedIn and subscribe on YouTube
- Connect with Namaan and Jenny Rae on LinkedIn
An Acxiom podcast where we discuss marketing made better, bringing you real...
Listen on: Apple Podcasts Spotify
Connect With Management Consulted
- Schedule free 15min consultation with the MC Team.
- Watch the video version of the podcast on YouTube!
- Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights!
- Join an upcoming live event - case interviews demos, expert panels, and more.
- Email us ([email protected]) with questions or feedback.
Chapters
1. S19E6: NVIDIA’s China Comeback Fuels Market Rally Despite Rising Inflation (July 15, 2025) (00:00:00)
2. [Ad] Real Talk About Marketing (00:09:12)
3. (Cont.) S19E6: NVIDIA’s China Comeback Fuels Market Rally Despite Rising Inflation (July 15, 2025) (00:10:00)
567 episodes
Manage episode 494610883 series 2661694
NVIDIA’s surprise approval to resume selling AI chips to China sent its stock soaring and lifted the broader market - even as fresh inflation data showed price pressures ticking back up.
Jenny Rae and Namaan break down why NVIDIA’s China comeback matters for investors and how U.S. policy is shaping global chip strategy.
They also explore what rising inflation could mean for Fed decisions ahead.
Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.
- Subscribe to the Market Outsiders feed for daily episodes (Apple, Spotify).
- Follow Management Consulted on LinkedIn and subscribe on YouTube
- Connect with Namaan and Jenny Rae on LinkedIn
An Acxiom podcast where we discuss marketing made better, bringing you real...
Listen on: Apple Podcasts Spotify
Connect With Management Consulted
- Schedule free 15min consultation with the MC Team.
- Watch the video version of the podcast on YouTube!
- Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights!
- Join an upcoming live event - case interviews demos, expert panels, and more.
- Email us ([email protected]) with questions or feedback.
Chapters
1. S19E6: NVIDIA’s China Comeback Fuels Market Rally Despite Rising Inflation (July 15, 2025) (00:00:00)
2. [Ad] Real Talk About Marketing (00:09:12)
3. (Cont.) S19E6: NVIDIA’s China Comeback Fuels Market Rally Despite Rising Inflation (July 15, 2025) (00:10:00)
567 episodes
All episodes
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