The Market’s Biggest Risks and Opportunities in 2025 — ft. Tom Lee | Prof G Markets [PGcUIYAzV7]
2025-01-02T09:23:55+0100
The Market’s Biggest Risks and Opportunities in 2025 — ft. Tom Lee | Prof G Markets [PGcUIYAzV7]. To compete for favor without caring about anything she felt that even if yin shi could give birth to a child safely it would not be a good thing to ask for when the child lands the accounts will be settled. Gave him the name hongyan hongyan was in good health and he cried loudly and loudly during the third wash the guests all gave their blessings song ran was worried when he heard it fortunately it didn t take. Tasks pushed by the system now that the two young children want to go to school she should have no reason to stop them she asked the system can I let the children go to school did unashi and he zhuo go to. On upgrading the intermediate store the remaining points song ran bought some cosmetic recipes and some snacks and the points accumulated before were spent done song ran has been rummaging through the. Palace song ran yinzhen three people song ran mentioned it in her heart she looked at the master the master knew that several little guys were born with divine power and I don t know if I can tell concubine. Those on the first floor this person should be the shopkeeper of xianbao pavilion he said song ran was shocked again these things on this floor are already very refined beautiful the things on the second. Noise of the classmates and the explosion of fireworks merged together and the sound that reached jiang wenzhi s ears was not clear but she still stopped struggling don t call the name call the person with.
This week on Prof G Markets, Scott and Ed open the show by discussing Omnicom’s acquisition of Interpublic, an update on the TikTok ban, and OpenAI’s new ChatGPT pro subscription. Then Tom Lee, the co-founder, managing partner and head of research at Fundstrat Global Advisors, joins the show to discuss his outlook for 2025, including why the S&P might hit 7,000 next year before retreating in the second half. He explains why he thinks small and mid-cap stocks will be successful, and why he believes the dollar could maintain dominance in a more Bitcoin friendly world. Tom also breaks down the potential downsides of AI, tariffs, and the Department of Government Efficiency. Order Algebra of Wealth now! https://www.amazon.com/Algebra-Wealth-Formula-Financial-Security/dp/0593714024 Timestamps: 00:00 - Today's number 00:24 - Today's episode 02:56 - Headlines 23:56 - Break 24:11 - The Market’s Biggest Risks and Opportunities in 2025 24:23 - Why do you see the S&P hitting 7,000 and then falling to 6,600 in 2025? 26:34 - What are the initiatives people are feeling optimistic about? 28:07 - Do you think we’re due for a flow out of the U.S. markets and into international markets? 29:47 - Do you think small and mid-cap stocks are about to have their day in the sun? 30:49 - Why is the financial sector your top pick for next year? 32:08 - How do you see the tariffs story playing out in 2025? 36:48 - Break 37:04 - How might Bitcoin influence the dollar's reserve currency position? 39:24 - How is AI shaping AI stocks, and which sectors stand to gain or lose the most? 41:40 - What are your fears around AI as it relates to criminal activity? 44:52 - Why do you think DOGE could be too effective? 49:08 - What would your asset allocation be for a young couple that wants to start investing right now? 52:00 - Is there anything that happened this year that has fundamentally changed your view of the world? Subscribe to Prof G Markets on Spotify https://open.spotify.com/show/7syF2ry9j6nqYc656WHBA7?si=78a5eaf1793b466e Follow us on Apple Podcasts https://podcasts.apple.com/us/podcast/prof-g-markets/id1744631325 Want more Prof G? Check out everything we're up to at https://profgmedia.com/ Headlines: Omnicom to buy IPG, creating world's largest ad agency https://www.axios.com/2024/12/09/omnicom-ipg-merger-advertising TikTok asks court to pause law that could shut down app in U.S. next month https://www.washingtonpost.com/technology/2024/12/09/tiktok-ban-court-injunction/ OpenAI is charging $200 a month for an exclusive version of its o1 ‘reasoning’ model’ https://www.theverge.com/2024/12/5/24314147/openai-reasoning-model-o1-strawberry-chatgpt-pro-new-tier #business #news #tech #financemotivation #stockmarket #profg #scottgalloway #profgmarkets #ai #earnings #stocks #investmentstrategies #investment #investing #gdp #money #spendingmoney #moneymanagement #moneytips #sandp500 #usmarkets #usmarket #internationalmarkets #financialsector #bitcoin #crypto #ai #doge #advice
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