cover of episode Closing Bell: Is the Trend Still Your Friend? 11/22/24

Closing Bell: Is the Trend Still Your Friend? 11/22/24

2024/11/22
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Closing Bell
AI Deep Dive AI Chapters Transcript
People
E
Eric Jackson
M
Mithra Warrier
T
Tavis McCourt
V
Victoria Fernandez
W
Warren Pies
Topics
Warren Pies认为当前市场上涨趋势强劲，但对2025年市场前景持谨慎态度，主要关注策略师预期过于乐观以及经济增长放缓的风险。他看好比特币的投资机会，认为在新政府的支持下，比特币价格可能大幅上涨。Victoria Fernandez对市场前景较为谨慎，关注劳动力市场疲软和高估值带来的风险，但她也认为不应逆势而行。Tavis McCourt认为当前市场环境良好，但这种状态难以持续，并指出AI和基建法案是市场上涨的主要驱动力，未来市场走向取决于这些因素的走向。

Deep Dive

Chapters
The discussion revolves around the current market trends and whether they will continue to favor investors. Experts analyze the market's performance, the impact of the Fed's policies, and potential risks ahead.
  • Market has cleared significant hurdles and is in a seasonally bullish period.
  • Investors were initially pessimistic but have had to chase the market, leading to shallow pullbacks.
  • Strategists are revising their targets higher, which could be a concerning backdrop for future market performance.

Shownotes Transcript

How long will these favorable trends remain investor’s friend, as we enter an even stronger seasonal period with the bulls’ confidence riding high? 3Fourteen’s Warren Pies, Raymond James’ Tavis McCourt and Crossmark’s Victoria Fernandez break down their forecasts. Plus, Mithra Warrier from Citi tells us what she is expecting from hedge funds in the new year. And, Bitcoin closing in on $100K. EMJ’s Eric Jackson weighs in on what could be next for the crypto space.