cover of episode Geopolitical and Regulatory Risks to the Market 11/19/24

Geopolitical and Regulatory Risks to the Market 11/19/24

2024/11/19
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Courtney Reagan
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Jason Snipe
一位在宾夕法尼亚州的金融顾问，专注于股票推荐和投资策略。
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Jim Lebenthal
知名投资分析师和评论员，常客于CNBC的金融节目。
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Josh Brown
金融分析师和评论家，专注于金融市场趋势和经济预测。
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Stephanie Link
首席投资策略师和股票投资组合经理，曾任职于Nuveen和TheStreet，现任高塔威尔财富管理公司首席投资策略师。
Topics
Courtney Reagan 指出，尽管普京发出警告，但市场似乎并未受到影响。Jason Snipe 认为地缘政治事件的影响有限，市场基本面依然强劲，企业盈利好于预期。Jim Lebenthal 认为市场只是在休整，特朗普的胜选对市场有利，基本面强劲，美联储降息，市场前景看好。Stephanie Link 认为，市场短期内受到特朗普政府预期推高通胀的困扰，但更快的GDP增长和略高的通胀对投资有利。Josh Brown 则认为，应关注数据和价格，而不是新闻头条，标普500指数的盈利预期在本季度翻了一番。

Deep Dive

Chapters
The panel discusses how the market is reacting to geopolitical and regulatory risks, noting that while initial reactions to news can be strong, markets often stabilize and focus on fundamentals.
  • Markets initially sold off on geopolitical news but stabilized.
  • Fundamentals like strong earnings and economic growth are supporting the market.
  • The market is optimistic about future growth policies under the new administration.

Shownotes Transcript

Courtney Reagan and the Investment Committee debate the rising geopolitical and regulatory risks facing the markets as the rebound in stocks creeps into positive territory. Plus, Kate Rooney joins us with an exclusive interview with Robinhood CEO Vlad Tenev and TradePMR CEO Robb Baldwin as they announce Robinhood’s purchase of TradePMR. And later, a Call of the Day on Reddit, getting a big price target raise at Piper Sandler.