Your 2025 Stock Market Preview
New year, new market? We preview what’s in store for investors in 2025, the companies we’re excited to watch and the businesses we’re worried about.
(00:33) Ron Gross and Asit Sharma discuss:
- The state of the stock market as investors head into the new year, the outlook for 2025, and the big questions concentration is creating for investors.
- The corners of the market they’re paying attention to for opportunities.
- Why leadership at Southwest and Moderna is on the hot seat, and which companies seem primed for a turnaround in 2025.
(19:03) This time of year, investors are getting forecasts galore – what the market will return, where interest rates will go. Robert Brokamp and best-selling author Morgan Housel about his latest book Same as Ever, the things that endure, and the follies of following forecasts.
(33:17) Ron and Asit offer up reckless predictions for the new year and break down two stocks on their radar: Endava and Marvell Technology.
Stocks discussed: MDNA, LUV, LULU, AMD, DAVA, MRVL.
Host: Dylan Lewis
Guests: Ron Gross, Asit Sharma, Morgan Housel, Robert Brokamp
Engineers: Rick Engdahl
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A comprehensive extraction focused on health practices, protocols, claims, and safety caveats.
A comprehensive extraction focused on opportunities, strategy, markets, and company building.
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