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Schwab Network

Chris Ward on NVDA, Inflation Pressures, and Portfolio Protection

9 min18 maj 2026

Chris Ward warns that tech leadership is colliding with rising inflation and rate pressures, with Nvidia (NVDA) facing high-stakes earnings expectations. He talks about hedging with energy exposure through the XLE ETF. Ward also highlights floating-rate strategies like Eaton Vance Senior Floating-Rate Trust (EFR) and SPDR Blackstone Senior Loan ETF (SRLN) as yields climb.


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