Rich Habits Podcast

Trump's Ban on Single Family Homes, Nvidia's CES Announcements, & Google's Rise to #2

22 snips
Jan 9, 2026
Trump's plan to ban institutional purchases of single-family homes sparks a debate on affordability and investor sentiment. NVIDIA's exciting announcements at CES, including innovations in AI and robotics, could reshape the investment landscape. The transition of the Apple Card from Goldman to JPMorgan raises questions about credit risk and customer relations. The hosts also highlight top-performing ETF sectors and optimistic projections for real estate, while reflecting on the implications of Alphabet's rise in value.
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INSIGHT

Build-For-Rent Changes The Housing Supply

  • 'Build for Rent' means institutions construct neighborhoods specifically to rent rather than sell.
  • Austin and Robert flag this trend as one to watch for how a policy ban might affect new developments.
INSIGHT

NVIDIA Doubles Down On AI Compute

  • NVIDIA unveiled Alpameo, robotics training models, and the Rubin GPU at CES, signaling heavy AI expansion.
  • The Rubin GPU promises up to five times the training compute power of Blackwell, driving massive AI infrastructure growth.
ADVICE

Monitor NVIDIA Partnerships For Opportunities

  • Watch companies partnering with NVIDIA for robotics and physical AI as potential investment plays.
  • Austin Hankwitz suggests monitoring Boston Dynamics, Caterpillar, and LG Electronics for future opportunities.
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