
Retire While You Work®
2mo ago·44m
Space X, AI, and the Market with Dan Hanson from Neuberger Berman
In our latest episode of Retire While You Work®, we sit down with Dan Hanson of Neuberger Berman to break down what’s really happening beneath the surface of today’s market—across AI, geopolitics, and even space.From portfolio concentration and global risks like tariffs and supply chains, to a reality check on the AI trade—this conversation goes beyond the headlines. Where is capital actually going, and which companies have true staying power versus becoming commoditized?We also dive into SpaceX—from launch cost breakthroughs to the Starlink growth flywheel—and what a future IPO could mean for investors.A timely conversation on where value is being created and how to think long-term in a rapidly changing market.
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Jensen Huang: "The demand for accelerated computing is incredible..."
Host: "How do you see AI changing the semiconductor landscape?"
Jensen: "Every data center is going to be accelerated..."
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