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Morning After: Implications For Tech & Markets

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Innehåll tillhandahållet av Risk Reversal Media. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Risk Reversal Media eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Dan Nathan and Guy Adami discuss the market's response following Donald Trump's victory in the 2024 presidential election. They explore upward volatility in major indices like the S&P 500 and NASDAQ, the rise in 10-year U.S. Treasury yields, and record highs in Bitcoin. The discussion also covers anticipated moves by the Federal Reserve, shifts in small-cap stocks, regional banks, and potential regulatory changes under the new administration. They delve into how market dynamics might affect various sectors including tech, with a focus on Tesla, mega-cap tech, and the geopolitical implications for semiconductor companies like Taiwan Semi and NVIDIA. Both hosts consider the impact of possible policy adjustments on the stock market and foreign policy issues involving China and Taiwan. Additionally, they touch on prospective M&A activities, the IPO market, particularly in crypto, and the strategic moves by major investment banks.

Further Reading

  • Perplexity Nears $9 Billion Valuation in Investment Led by IVP (The Information)
  • Goldman, JPMorgan Eye Crypto Clients as IPO Prospects Brighten (The Information)
  • President Trump, Take Two; Big Tech, Little Tech, Chips, and Hardware; Elon Musk’s Triumph (Stratechery)

View our show notes here

Learn more about Current: current.com

Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points

Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

We’re on social:

Follow @dee_bosa on Twitter

Follow @GuyAdami on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

  continue reading

154 episoder

Artwork
iconDela
 
Manage episode 448802388 series 3292772
Innehåll tillhandahållet av Risk Reversal Media. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Risk Reversal Media eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Dan Nathan and Guy Adami discuss the market's response following Donald Trump's victory in the 2024 presidential election. They explore upward volatility in major indices like the S&P 500 and NASDAQ, the rise in 10-year U.S. Treasury yields, and record highs in Bitcoin. The discussion also covers anticipated moves by the Federal Reserve, shifts in small-cap stocks, regional banks, and potential regulatory changes under the new administration. They delve into how market dynamics might affect various sectors including tech, with a focus on Tesla, mega-cap tech, and the geopolitical implications for semiconductor companies like Taiwan Semi and NVIDIA. Both hosts consider the impact of possible policy adjustments on the stock market and foreign policy issues involving China and Taiwan. Additionally, they touch on prospective M&A activities, the IPO market, particularly in crypto, and the strategic moves by major investment banks.

Further Reading

  • Perplexity Nears $9 Billion Valuation in Investment Led by IVP (The Information)
  • Goldman, JPMorgan Eye Crypto Clients as IPO Prospects Brighten (The Information)
  • President Trump, Take Two; Big Tech, Little Tech, Chips, and Hardware; Elon Musk’s Triumph (Stratechery)

View our show notes here

Learn more about Current: current.com

Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points

Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

We’re on social:

Follow @dee_bosa on Twitter

Follow @GuyAdami on Twitter

Follow us on Instagram @RiskReversalMedia

Subscribe to our YouTube page

  continue reading

154 episoder

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