Beth Kindig
CEO and Lead Tech Analyst at I/O Fund; focuses on semiconductor and AI hardware investing and discussed NVIDIA product cycles and valuation perspectives.
Best podcasts with Beth Kindig
Ranked by the Snipd community
18 snips
Jan 14, 2026 • 44min
US Eases Path for Nvidia to Sell H200s to China
Beth Kindig, a tech analyst at IO Fund, dives into how U.S. policy shifts could empower Nvidia to sell H200 chips to China, discussing potential revenue and competitive dynamics. Emily Birnbaum sheds light on new legislation targeting non-consensual AI-generated images, exploring its implications for platforms. Plus, Anne-Marie Horden shares insights on the Supreme Court's influence on presidential trade authority. These discussions highlight critical intersections of technology, law, and international business.
10 snips
Feb 24, 2026 • 19min
Bloomberg Surveillance TV: February 24th, 2026
Beth Kindig, CEO and tech analyst focused on semiconductors and AI hardware. Doreen Edelman, trade law partner specializing in tariffs and national security. Bob Michele, CIO for global fixed income, currency and commodities with macro market expertise. They discuss Nvidia product cycles and valuation, tariff legality and refund paths after a Supreme Court ruling, and why bonds are behaving as a risk counterbalance for investors.
