Futurum Equities Podcast

In this episode of the Futurum Equities Podcast, hosts Shay Boloor and Daniel Newman break down why NVIDIA’s GTC event mattered far beyond the headlines and why the market may be missing the bigger strategic signals. Daniel shares firsthand takeaways from being on the ground at GTC, highlighting how this year’s energy, scale, and enterprise focus felt fundamentally different from prior conferences...

In Episode 34 of the Futurum Equities Podcast, Daniel Newman and Shay Boloor go live during another volatile Friday to break down what’s actually driving markets. They discuss the latest pullback, the impact of geopolitical tension and oil prices on inflation expectations, and how those pressures could shape the Fed’s next moves. Daniel and Shay also examine why hedge funds may be de-risking, why...

In this episode of the Futurum Equities Podcast, hosts Daniel Newman and Shay Boloor break down a surprising jobs report showing weaker employment growth, rising unemployment, and stubborn wage inflation. They explore why this combination creates a major challenge for the Federal Reserve—where slowing growth would normally call for rate cuts, but persistent inflation could keep policy tighter for...

Explore OpenAI's massive funding rounds, with Amazon, Nvidia, and SoftBank investing billions. This episode delves into the AI market's 'doomsday scenario' and investor ROI concerns, contrasting them with significant capital injections. Discover how AI productivity gains are reshaping workforces and the future of SaaS versus AI platforms.

In Episode 31 of the Futurum Equities Podcast, Daniel Newman and Shay Boloor go live during a volatile trading session to break down what’s really happening beneath the headlines. The episode dives into recent market turbulence, sharp pullbacks across fintech and growth stocks, and the shifting narratives around software, data centers, memory, and cybersecurity. With SoFi under pressure and broade...

Market volatility is back — and crypto is once again influencing broader investment behavior. In this episode of the Futurum Equities Podcast, Daniel Newman and Shay Boloor break down recent stock price declines across healthcare, quantum, and high-growth technology, and explain what these moves reveal about capital rotation and shifting risk appetite. Daniel and Shay analyze the relationship betw...

In this episode of the Futurum Equities Podcast, Daniel Newman and Shay Boloor focus on current market conditions and their own investment experiences during periods of uncertainty. They discuss recent market downturns, lessons learned from past crises, and how psychology often drives decision-making in volatile environments. The conversation also explores the relationship between crypto and equit...

In this special live episode of the Futurum Equities Podcast, Daniel Newman and Shay Boloor come together to share an important announcement with the Futurum Equities community. The conversation also touches on current market dynamics, long-term investing themes, and how the team is thinking about what comes next. This episode is designed to provide context, perspective, and a first look at what D...

In this episode of the Futurum Equities Podcast, Shay Boloor and Daniel Newman discuss how market trends, AI adoption, and the expanding space economy are shaping the future of equities. The conversation looks at companies operating at the intersection of space, data, and AI, including AST SpaceMobile and Rocket Lab, and why proprietary data and infrastructure matter for long-term investors. Shay...

The podcast covers personal updates and a discussion on Venezuela's political situation, affecting businesses like Mercado Libre. It highlights the growth potential in emerging markets by 2026. The conversation shifts to Nvidia's acquisition of Grok, emphasizing the importance of AI inference and the competitive landscape, particularly for AMD. The need for business model pivots and the impact of...

In Episode 25 of the Futurum Equities Podcast, Daniel Newman and Shay Boloor share their outlook on stock market opportunities heading into 2026. The discussion focuses on long-term trends shaping equities, including AI infrastructure, software platforms, energy demand, and shifts in capital allocation. Daniel and Shay break down how macroeconomic conditions, technological adoption, and earnings d...

In Episode 24 of the Futurum Equities Podcast, Shay Boloor and Daniel Newman break down where the AI trade is heading into 2026 and what investors should be watching next. They analyze AI data center leaders including $NVDA, $AMD, $ORCL, $CRWV, $IREN, $CIFR, and $NBIS, focusing on accelerating infrastructure demand and capital spending. Shay and Daniel then turn to the next AI bottleneck, covering...

In this episode, Daniel Newman and Shay Boloor break down a pivotal week in technology and markets, with a deep dive into Broadcom’s performance and its expanding role in the AI ecosystem. The discussion covers key financial metrics, earnings reactions, and supply-chain dynamics shaping today’s AI-driven companies. Daniel and Shay also examine risks facing major players like Oracle, the impact of...

In Episode 22 of the Futurum Equities Podcast, Shay Boloor and Daniel Newman break down the latest shifts across the equities and crypto markets. They examine SoFi’s dilution issues, management execution concerns, and how these factors are shaping investor confidence. Shay and Daniel also analyze recent crypto volatility, including regulatory moves, institutional positioning, and what these change...

In this episode, hosts Daniel Newman and Shay Boloor break down how AI is reshaping the biggest players in tech — including Meta, Google, and Amazon. They dive into Google’s valuation metrics, raising key questions about whether the stock’s current momentum is truly sustainable. Daniel and Shay also explore how AI is driving market trends, where the smartest investment strategies may be headed, an...

In this episode of the Futurum Equities Podcast, Daniel Newman and Shay Boloor break down what current market volatility really signals for investors. They examine how Nvidia’s upcoming earnings could influence broader tech sentiment, how the Federal Reserve’s decisions are reshaping expectations, and where risk is building across the AI and semiconductor landscape.   Daniel and Shay also look at...

In this episode, Daniel Newman and Shay Boloor break down the market’s latest swings, starting with SoFi’s drop and how shifting Federal Reserve expectations are shaping rate-cut sentiment. They lay out why long-term positioning still beats short-term panic, and identify areas where the market continues to misprice real opportunities. Daniel and Shay also examine the growing strain in the AI suppl...

In Episode 18 of the Futurum Equities Podcast, Daniel Newman and Shay Boloor analyze the companies leading the AI infrastructure boom. They examine how $NBIS, $DOCN, $PLTR, $IONQ, $CIFR, $WULF, $RGTI, $IREN, and $RK are building the backbone of the next generation of compute and data ecosystems. Daniel explains how rising demand for processing power is driving new opportunities in cloud, quantum,...

In Episode 17 of Futurum Equities Podcast, Daniel Newman and Shay Boloor analyze the companies powering the next wave of AI infrastructure and compute demand. From Bitcoin miners pivoting to AI workloads ($IREN, $CIFR, $WULF) to quantum and analytics innovators ($IONQ, $RGTI, $PLTR), the discussion breaks down which sectors are best positioned for growth in 2025 and beyond. They also explore cloud...

In Episode 16 of the Futurum Equities Podcast, hosts Shay Boloor and Daniel Newman analyze a wide range of market stories driving headlines. They begin with $NFLX, breaking down earnings momentum and subscriber growth trends, before shifting to $MELI’s position as a dominant e-commerce and fintech player in Latin America. $RDDT’s growth story and user engagement strategies are examined in the cont...

Markets took a sharp turn this week as volatility spiked, with Jerome Powell’s latest remarks sending ripples across equities. Shai and Daniel Newman break down the pullbacks in high-growth names, putting recent rallies into perspective after months of frothy gains. They dig into how the Fed’s mixed signals—hawkish one moment, dovish the next—fuel uncertainty and test investor patience. Tune in fo...

In this episode of Futurum Equities, the hosts dive into a week of relentless market momentum, with stocks charging higher like “video game numbers.” They break down the Fed’s pivotal week, including FOMC developments and the potential for a major rate shift. The conversation also touches on global ripple effects—from UK policy moves to explosive AI announcements that shook the tech world. Along t...

In this episode of the Futureum Equities Podcast, Shy Belo celebrates his recent marriage while joking with co-host Daniel Newman about the realities of newlywed life. The duo transitions from personal banter into market talk, highlighting recent trades, rate cut expectations, and the potential “sell the news” reaction around the Federal Reserve’s upcoming decision. They explore how interest rate...

In this episode of the Futurum Equities Podcast, hosts Daniel Newman and Shay Boloor put the spotlight on $NVDA earnings and what they reveal about the future of AI-driven growth. The discussion also looks ahead to upcoming reports from $CRWD and $SNOW, examining how AI continues to shape earnings across the tech sector.   They analyze $NVDA’s market performance, the impact of China on revenue, an...

The episode covers market reactions to Powell's comments at Jackson Hole, highlighting a shift from inflation to employment risks and potential rate cuts. It discusses challenges in the housing market due to high interest rates and strong earnings growth in tech, particularly from AI advancements. Intel's position in CPUs is noted, along with the importance of a US foundry network. The AI market's...