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Navigating the 2025 Investment Landscape: Market Trends, Tech Titans, and Lucrative Opportunities
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January 6, 2025 | Season 7, Episode 1
What if you could navigate the unpredictable waters of the 2025 investment landscape like a seasoned pro? Get ready to unlock the secrets of booming market trends and lucrative investment opportunities that await in the new year. Our latest episode takes you on a journey through the economic milestones of 2024, highlighting an impressive 24% surge in the S&P 500 and the contrasting fortunes of growth versus value stocks. We'll unravel the stories behind the triumph of tech titans like Palantir Technologies and Nvidia, while examining the struggles faced by Walgreens Boots Alliance and Intel. With exciting developments on the horizon, including Microsoft's ambitious $80 billion AI data center plan, we'll set the stage for potential market shifts based on Nvidia's CEO's much-anticipated address.
Join us as we explore promising avenues in healthcare and consumer stocks, spotlighting giants like Eli Lilly, UnitedHealthcare, and Johnson & Johnson, amidst potential policy changes with RFK Jr.'s influence. We’ll dissect the tech sector's fierce competition between XAI and OpenAI, alongside Google's strategic advancements. Discover Apple's robust market position and its intricate ties with China, all while weighing the impacts of federal cases. We'll also guide you through the enticing realms of REITs, energy pipelines, and utilities, offering cautionary insights on junk bonds and convertibles. Finally, grasp the potential of European stocks, with BNP Paribas poised as a compelling opportunity in the international arena, especially as Federal Reserve rate cuts loom over dividends.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
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Chapters
1. Market Trends and Updates 2025 (00:00:00)
2. Outlook on Market Trends 2025 (00:17:19)
3. Investment Opportunities in 2025 (00:28:45)
222 episodes
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