Positively Sloped
Positively Sloped is where markets, culture, and momentum collide — because the most interesting things in the world are the ones trending up and to the right. Jake and Scott break down what’s moving — in the markets, in the headlines, and in your group chat — with sharp insights, real opinions, and just enough irreverence to make finance actually fun. These are the conversations we’ve been having for years — debates, hot takes, and deep dives — just now with a mic in front of us.
Positively Sloped
15. Nvidia Earnings, Trump Tariffs & AI Fears: Markets at a Crossroads
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Markets are sending mixed signals as GDP cools, job data conflicts, and tariff chaos returns to center stage. In this episode, we break down what to expect from Nvidia earnings, whether AI spending from giants like Microsoft, Amazon, Alphabet, Meta, and Oracle is sustainable, and how President Trump’s State of the Union could impact stocks.
We also dive into the Supreme Court tariff ruling, the 150-day trade clock, Fed rate cut expectations, AI existential risk debates, and what it all means for the S&P 500 and Nasdaq. Is this a market rotation… or the start of something bigger?
Plus: March Madness previews, PGA headlines, and Team USA’s hockey dominance.
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Important Disclosures:
Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates. You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the Positively Sloped participants deem reliable.
Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds. As of the date of this recording, those strategies and funds held positions in NVIDIA, Amazon, Apple, Meta, Microsoft and Target, and did not hold positions in Alphabet, Oracle, Kohl's , United Airlines, or Delta Airlines.