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
The Wild Swings of Earnings Season Continue
The amount of stocks moving 10% or more in either direction this most recent quarter has been staggering. Even companies that post decent, even some might call good, results are dropping double digits or more. Today, Jon, Travis, and Tyler dissect earnings results from several Mo ... Show More
21m 10s
Aug 5
Shopify Shines and Uber Declines
Earnings season continues to give strong results, but that doesn’t mean each stock is rising on the news. Today, we saw Shopify jump and Uber fall after earnings that both showed strong adoption for their products. In addition, we discuss Disney and its growing reliance on the pa ... Show More
19m 33s
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
Nov 2024
Nvidia hits USD 3.6 trillion milestone, Bitcoin tops USD 81,000
<p>Donald Trump's presidential victory boosted US equities, with gains led by banks, energy and small caps – the S&P 500 had its best week so far this year. Bitcoin crossed USD 81,000 for the first time ever and Nvidia became the first company to surpass USD 3.6 trillion in m ... Show More
10m 34s
Nov 2024
Trump’s victory sparks US equity rally
<p>With Mr Trump confirmed as the next US President and a Republican sweep priced in as a 94% probability, US equities, especially those likely to benefit from his policy changes, took off yesterday. The rally was echoed by the US dollar and Bitcoin. US Treasuries sold off on exp ... Show More
17m 36s
Nov 2024
Tesla, crypto and the Trump trade
Shopify and AbbVie among the main stocks moving on catalysts this past week (1:10). Evaluating Tesla (2:45). Crypto, Bitcoin run the heart of the Trump Trade (4:40). Nvidia's big earnings coming up (8:05). Why macro data and Fed announcements matter, especially now (9:50).
Episod ... Show More
15m 14s
Jan 2025
Bitcoin surges ahead of Trump’s inauguration
<p>Bitcoin is trading sharply higher as Donald Trump prepares to take office as the 47th President of the United States, with many anticipating that his presidency will further boost the price of the largest cryptocurrency. Meanwhile, despite US markets being closed today, invest ... Show More
11m 34s
Jul 2025
Wall Street Roundup: AI trade, market melt up
Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ... Show More
11m 6s
