Be part of us for an insightful episode of Market Mondays as we sit down with famend monetary professional Josh Brown to dissect the pivotal investing classes of 2024 and discover the alternatives that lie forward in 2025. On this partaking dialogue, we cowl reflections on 2024, analyzing key takeaways from the previous yr’s market dynamics; VIX evaluation, understanding the implications of volatility and figuring out potential shopping for alternatives.
Inventory picks and sector preferences, gaining insights into Josh Brown’s high inventory choices and favored sectors for 2025; Superior Micro Gadgets ($AMD) outlook, evaluating the prospects for AMD within the coming yr; MicroStrategy commerce methods, delving into potential buying and selling approaches for MicroStrategy; anticipated IPOs, highlighting three extremely anticipated preliminary public choices slated for 2025; oil & pure gasoline sector forecasts, figuring out standout firms within the vitality sector poised for development.
Amazon’s trajectory, discussing expectations for Amazon’s efficiency in a doubtlessly bullish market setting; quantum inventory pumps, debating whether or not these are a fleeting pattern or a long-lasting market fixture; market correction predictions, assessing the chance and potential magnitude of market corrections; Goal’s revival methods, exploring actionable steps Goal can take to regain market power.
MicroStrategy shorting concerns, considering the viability of shorting MicroStrategy within the latter a part of the yr; likelihood of a 20% market transfer, estimating the possibilities of important market actions in 2025; and high personal firms, showcasing main unlisted firms to observe. Don’t miss this complete evaluation to equip your self with the data wanted for knowledgeable funding choices in 2025.
Hashtags: #MarketMondays #JoshBrown #Investing2025 #StockMarketAnalysis #FinancialInsights #AMD #MicroStrategy #Amazon #IPOs2025 #OilAndGas #MarketOutlook #Goal #QuantumStocks #MarketCorrection #PrivateCompanies
0:00 Intro
5:12 Semiconductor Shares & China Vs Taiwan
12:19 You Should Be Wealthy Tour
18:31 What’s the Vix?
22:06 Josh Brown Intro
23:38 Brown’s View on Chip Shares
34:48 How A lot Extra Will the Magnificent 7 Run?
38:43 2025 May very well be a Down 12 months
48:42 Why Intel Hasn’t Gone Away But
1:05:15 Means of Discovering WInners
1:10:52 Analyzing Microstrategy & Bitcoin
1:20:30 Why Tesla Hit All Time Highs
1:28:38 Put up Interview Discuss
1:37:14 Microsoft, AMD & Extra
1:45:04 AI Robots & Prime IPOs for 2025
1:57:42 Doubling Down on Winners
2:05:08 Outro
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