Market Mondays #272: NVIDIA, Bitcoin Buy Prices | Tabitha Brown on Target Boycott, Cedric Nash on $100M & Divorce Advice (August 19, 2025)
Episode Overview
This episode of Market Mondays brings together the EYL Network’s Rashad Bilal and Troy Millings with market expert Ian King for a rich, wide-ranging discussion on:
- How to identify true catalysts in the stock market versus just "noise"
- Investment strategies in the current economic and geopolitical climate
- The latest with heavy-hitting companies (NVIDIA, UnitedHealth, Target, Apple, Amazon) and market movers
- Bitcoin and crypto buy prices
- Building generational wealth, mentorship, and asset-building advice from Cedric Nash
- Navigating business with big-box retailers like Target, especially for Black entrepreneurs, with insights from Tabitha Brown
- The importance of mindset, consistency, and community in building and maintaining wealth
The episode features in-depth, candid conversations with Cedric Nash (entrepreneur, investor, and author who built a $100M consulting firm) and Tabitha Brown (actress, businesswoman, influencer) on their journeys, lessons learned, and real-world strategies for success.
Key Discussion Points & Insights
1. The State of the Markets & Geopolitics
Catalyst vs. Noise in Market News
- The team stresses understanding the difference between true “catalysts” (events that move markets) versus background “noise.”
- Example: Tensions around Putin/Trump and Zelensky’s visits are “more noise than catalyst” – not significant for real market movement. (07:41-11:41)
- “One of the biggest things I'm going to be talking about on Sunday is to understand what's a real catalyst versus what is noise.” —Ian King [07:41]
- Emphasis is on Jerome Powell’s upcoming speech and interest rate decision as the REAL catalyst. (09:09)
- Expect a market pullback or bull run depending on the Fed’s move—rate cut or not.
2. Investment Fundamentals — “Just Hold”
- Long-term holding beats short-term reactions: “Stop looking for every little palpitation in the market to determine if you're going to get in and out. The real game is to just hold forever.” —Ian King [11:55]
- Q2 earnings seen as less important than long-term forecasts and valuations, with concentration of gains among a few top tech names.
- “Every company is not Nvidia, every company is not Meta or Netflix… there’s so much hyper concentration.” —Ian King [12:20]
- Retail is bifurcating: value/budget stores (Walmart, COST, TJ Maxx) outperform discretionary/luxury brands (Lululemon, Nike, Best Buy) due to economic stress.
3. Crypto Markets: Bitcoin Buying Opportunities
- Bitcoin recent drop (from ~$121K to ~$115K) is a normal, non-crash pullback—do not panic sell. Buy zones identified around $113,950. (21:33-25:25)
- “Selling the upward moving asset is a mistake. I want to be clear about that.” —Ian King [21:33]
- Longer-term timeframes are essential; DCA (dollar-cost averaging) recommended.
- Correlation between bitcoin and interest rates; likely another small decline if rates are cut.
- “If you missed April when it was $77,000, or June… just wait for pullbacks, buy, and hold for the long term.” —Ian King
4. Top Stock & Crypto Picks: NVIDIA and Bitcoin
- NVIDIA and Bitcoin are the “MJ and LeBron” of investing right now.
- “The entire AI ecosystem is riding on the back of [NVIDIA].” —Ian King [25:34]
- If forced to go beyond those two, Microsoft and, to a lesser extent, Meta and Broadcom, are highlighted for foundational positions.
- “Let's not overcomplicate it. Sometimes the returns are just baked into the greatness of the underlying asset.” —Ian King [27:12]
In-Depth Guest Segments
Cedric Nash: From $0 to $100M & Wealth After Divorce (31:44-67:08)
The Power of Mentorship & Consistency
- Mentorship matters: Cedric’s four millionaire mentors profoundly influenced his mindset and asset-building approach. Exposure to their frugal, asset-rich lifestyles set him on a wealth-building path in his 20s (32:14)
- Consistency over complexity: “Becoming a millionaire isn’t hard, it’s just slow.” Daily, consistent investing—even with setbacks—is the way forward. [43:06]
- Wealth-building is for everyone: Start early, start small, but stay consistent—regardless of student debt or late career stage.
Lessons from Two Divorces: Protecting Assets
- Divorce often devastates finances—frugality, renting instead of owning, and continuing to invest are key to recovery. (50:56-54:59)
- Prenup realities: Even with prenups, emotional/relationship costs are high. A good prenup protects both partners but can complicate marriages, especially with unequal starting assets. (55:00-60:24)
- “There’s no way I’m gonna work this hard and not… have [my sons] start from my shoulders, not from the ground.” —Cedric Nash [59:06]
Real Estate Asset Strategy
- Property selection: Prefer properties near water, transport, walkability, and job growth—do the capitalization rate math. Buy where you see government development plans. [61:05-66:36]
Everlasting Principles & Mistakes
- Never stop investing, even with debt.
- Asset allocation after mistakes: “If you fall out of love with a stock, don’t just sell—find another asset to put your money in.”
- Measuring progress and building willpower is as critical as knowing “the way.” [49:02]
- “The will is a bigger issue than the way in our community.”
Tabitha Brown: Target Boycott, Resilience, and Brand Integrity (87:49-103:41)
Growth & The Dark Side of Success
- “While you grow, people change. There’s a difference in growth and change.” —Tabitha Brown [89:11]
- Success often brings “a dark side”—loss of authentic relationships, being seen more as an ‘opportunity’ than a person.
Brand Authenticity & Pivoting
- Her brand’s meteoric rise was unplanned, rooted in radical authenticity and obedience to purpose, not trend-chasing.
- “I used to conform...I just tried to be who God created me to be. That’s what started to change my life.” —Tabitha Brown [93:26]
- Only takes business opportunities in true alignment with her values: “You ain’t never gonna see Tab name on a beer. I don’t drink beer!” [95:09]
Target Boycott: Business & Community Impact
- Shares raw details on how Black-owned businesses in Target were hurt by the boycott—many weren’t consulted, most suffered, some lost shelf space (don’t assume all deals can just pivot to D2C). (96:52-100:26)
- Licensing deals, not just wholesale: partnerships have restrictions; not all products can be “just shipped D2C”.
- Worry about potential ‘set-up’ for Black business removal: “If a boycott happens… we’re the ones who buy those products. And the numbers… are what they go by.”
- Still supports boycott from a justice standpoint, but wants better internal communication and foresight.
Navigating Corporate Partnerships
- For aspiring entrepreneurs: Build contingency and mutual morality clauses into contracts, so either party can exit if major value misalignments arise. (102:53)
- “If you do something that can affect our business, I can exit. And vice versa.” —Tabitha Brown [103:17]
News & Notable Market Movers
NVIDIA, China, and the AI Race
- China moves to halt Nvidia H20 chip purchases for government projects—illustrates just how essential Nvidia is globally. (76:47-80:20)
- "No company is this valuable on both continents." —Ian King [78:56]
- Even with export controls, Nvidia chips remain unmatched (“PS5 vs. PS2”).
- Entry points for Nvidia: $178.38 or down to $165.81 for a five-year hold. (108:59)
UnitedHealth and Buffett
- Berkshire Hathaway buys UnitedHealth on the dip, but only as a minor allocation. Don’t think this signals a long-term conviction—still real business concerns. (73:39)
Amazon, Shein, Temu & New Tariffs
- New US tariffs on <$800 goods from China hammer Shein/Temu, dropping engagement 51-77% and driving sales/traffic to Amazon (+9-12%). (115:21-117:02)
- Both Shein and Temu now considering building US warehouses/manufacturing to offset obstacles and tariffs.
QQQ vs. TQQQ
- Trade-offs between regular QQQ (institutional money, low volatility) and TQQQ (3x leveraged, higher gains/losses, unsuitable for most). (111:41-114:45)
Memorable Quotes & Moments
- “Becoming a millionaire isn’t hard. It’s just slow.” —Cedric Nash [43:06]
- “Selling the upward moving asset is a mistake.” —Ian King, on bitcoin [21:33]
- “Let’s not overcomplicate it…double-down on the thing that’s working.” —Ian King [28:59]
- “If I had to pick a company for the rest of the year, no company is this valuable on both continents as Nvidia.” —Ian King [78:56]
- “Your kids should start from your shoulders, not from the ground.” —Cedric Nash [59:06]
- Tabitha Brown on business partnerships: “Make sure it’s in alignment with you. Never try to duplicate what someone else has done.” [95:09]
- “Success brings a dark side...you lose a lot of people, and people start to dehumanize you.” —Tabitha Brown [89:11]
- “The will is the real issue—more than knowing the way.” —Cedric Nash [49:02]
Important Timestamps
- Market catalysts vs. noise: [07:41]
- Long-term holding and “just hold” philosophy: [11:55]
- Bitcoin buy zones and advice: [21:33] [24:06]
- Nvidia, Bitcoin, Microsoft/Meta as top picks: [25:34-30:34]
- Cedric Nash on mentorship/wealth after divorce: [31:44-67:08]
- Tabitha Brown on Target, authenticity: [87:49-103:41]
- China halting Nvidia chips: [76:47]
- Amazon vs. Shein/Temu with new tariffs: [115:21]
- QQQ vs. TQQQ leveraged ETFs: [111:41]
- Nvidia new buy price range: [108:59]
Tone & Style
The conversation is as candid, relatable, and energetic as ever—balancing straight talk about money, investing, and asset protection, with humor, personal storytelling, and real-world wisdom. Guests and hosts alike emphasize community, integrity, and resilience in wealth-building.
Closing
The episode underscores the importance of adaptability, being informed, focused, and long-term minded in both investing and life, while staying open to learning from mentors, mistakes, and unexpected changes in any journey.
“Build community, share the research. That’s how we build wealth. Let’s win.” —Troy Millings [06:09]
