Nvidia GTC Highlights, Uber Is Too Cheap, Cliffwater and the Private Credit Panic

March 18, 2026

AI Summary

5 min read

🎙️ The Voices & The Context

The Format: Casual live finance chat show with hosts bantering over market news, charts, and hot takes—part podcast, part TV-style discussion.
The Key Players:
- Downtown Josh Brown: Energetic lead host, long-term NVIDIA bull, bullish on Uber; loves big-picture tech visions.
- Michael Batnick: Co-host with dry wit, skeptical on some hype but agrees on key calls; great chemistry through playful jabs and chart reads.
The Vibe: Fun and educational—high-energy banter mixes optimism on AI/tech with worries over financials, like two finance bros yelling at clouds over beers.

🗝️ Key Themes & Topics

The episode dives into AI's evolution, financial sector woes, reporting rules, and undervalued growth stocks—packed with charts and bold predictions.

Topic 1: NVIDIA's GTC Dominance & Inference Shift. Hosts hype Jensen Huang's keynote at the SAP Center, calling him "the new Steve Jobs." NVIDIA's stock is "sleeping" despite a $1 trillion backlog and shift from AI training to inference (real-world AI usage like agents/robots). Bull case: $250 target as tentacles spread to physical world (robotics, delivery bots).
Topic 2: Financial Stocks & Private Credit Smoke. Alarm bells on banks/credit: Record outflows, AmEx down 20%, private credit "marks are wrong." Worries of spillovers from software loans ami

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What you'll learn

1 (00:12) **Housekeeping and Past Episode Recap**
2 (04:00) **NVIDIA GTC Event and Stock Outlook**
3 (10:00) **AI Shift to Inference and Physical World Applications**
4 (26:40) **Financial Stocks Downgrade and Concerns**
5 (34:14) **SEC Proposal: Semi-Annual Earnings Reporting**
6 (45:25) **Private Credit and Equity Turmoil**
7 (62:38) **Stock Market Bounce Post-Citadel Research**

+ Full timestamped outline available in the app

Show Notes

This episode is s sponsored by Public and Janus Henderson Investors.

Find out more at https://public.com/WAYT

Learn more at https://www.janushenderson.com/

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Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

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