Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week.
(00:20) Asit Sharma and Dylan Lewis discuss:
- The reactions to Donald’s Trump’s 2024 Presidential victory across the crypto, currency, and stock markets. And a remind ... Show More
Yesterday
A Guide to the Backdoor Roth IRA, and Heirs Squandering Inheritances
People look forward to retirement as a time of fewer obligations, but it can also be a time of lower taxes, especially if you have money in Roth retirement accounts. However, if you earn too much money, you can’t contribute directly to a Roth IRA. But you may still have an option ... Show More
16m 8s
Apr 24
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype
AI is driving the market in multiple directions in 2026 and this week’s winner was Intel, who has such high demand it’s selling chips it once thought were worthless. We discuss the dynamics and get to the Jobs/Cook run at Apple, and another SaaSpocalypse. Travis Hoium, Lou Whitem ... Show More
42m 1s
Apr 23
Earnings Season Ramps Up -- And We've Seen Some Surprises
Earnings season is now in full swing, and we recently got a look at the latest results from Tesla (NASDAQ: TSLA) and some of the most prominent technology companies in the market. In today's episode, the team breaks down some of the key points investors need to know.Tyler Crowe, ... Show More
24m 45s
May 2025
Why emerging markets could keep rallying
What’s driving the bounce in emerging market equities, and could we be witnessing the start of a sustained bullish run? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor. This episode ... Show More
9m 14s
Nov 2024
The Trump effect: stocks, crypto, and rates surge
<p>Join us on MovingMarkets as we break down the market implications of a potential second term for Donald Trump. With his pro-growth policies, including corporate tax cuts, deregulation, and new tariffs, investors are betting on a boost to US stocks, the US dollar, and crypto as ... Show More
12m 23s
Feb 2025
MM #247: All-Star Stocks, $100K Investment Strategy, Starting from Zero & Warren Buffett’s Shocking Move!
In this episode of Market Mondays, we break down the top stock picks, market trends, and investment strategies. We build an all-star stock team, analyze whether GFL is a buy, and compare top alcohol stocks like Anheuser Busch, Constellation Brands, and Diageo. We also discuss Int ... Show More
2h 3m
Nov 2024
What Trump’s win means for markets and portfolios
The markets reacted forcefully to Donald Trump's victory in the US presidential election, with US stocks, bond yields, and the dollar rising sharply in response. Goldman Sachs Research’s Christian Mueller-Glissmann, head of asset allocation research, and Brian Garrett, head of Eq ... Show More
22m 38s
Aug 2025
Ukraine, the Fed, and market breadth
Major equity markets surge to new highs, driven by easing trade tensions, robust US earnings, and expectations of US interest rate cuts even as US inflation remains a concern. This trend is also reflected in US investment-grade credit spreads, which have reached their lowest leve ... Show More
11m 8s
Apr 2025
Mark Dow: Tariffs, Trade, and Trump - [Making Markets, EP.59]
My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy uphe ... Show More
53m 20s
<p>Our CIO and Chief U.S. Equity Strategist explains his preference for cyclical stocks amid a rise in global money supply and current US election dynamics.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan St ... Show More
