The eBay harassment scandal, RAMageddon explained & Pimp My Portfolio with Matt Ingram
<p>A wild eBay stalking scandal, a global DRAM shortage reshapes consumer tech pricing, and Matt Ingram helps community member Maddison simplify a heavily thematic ETF portfolio with a big Nvidia exposure.</p><br><p><strong>In this episode: </strong></p><p>00:00 eBay stalking scandal: what happened</p><p>07:14 eBay fallout: pleas, severance, board governance</p><p>09:23 RAMageddon: what DRAM is and why AI is driving shortage</p><p>14:18 Winners: DRAM stocks ripping </p><p>17:28 Phones + broader electronics inflation pressures</p><p>20:49 Pimp My Portfolio: Maddison + Matt Ingram</p><p>21:15 Portfolio breakdown (index ETFs, thematics, stocks)</p><p>26:56 Core simplification </p><p>27:42 …
Acest episod nu a fost încă transcris
Folosește STT.ai pentru a transcrie acest episod cu AI. Obțineți textul corect cu detectarea speaker, timelor orare și export în mai multe formate.