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Market Chatter: Results of 2024 & A Look Ahead
Manage episode 462902191 series 3553731
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With 2024 in the books and a new president in the White House, what investment strategy should you be adopting to make 2025 a success?
Our hosts, Joey Loss, and Adam Van Wie, reflect on the technological and geopolitical shifts that have shaped last year’s market and what to expect going forward.
They look back at the remarkable performances of the NASDAQ and S&P 500, and how policy changes under Donald Trump's administration might shape the future for small businesses. They share their thoughts on the Trump tax law extension, especially the QBI deduction, as a vital lifeline for entrepreneurs.
Changing focus to the dynamic forces driving market trends, Joey and Adam break down the AI boom and the recent surge in consumer discretionary spending. They also chat about how NVIDIA's standout performance in the semiconductor industry serves as a testament to technology's intertwined role in market health.
A common question they’ve been getting at the turn of the new year is the best way to invest in AI moving forward. Joey and Adam offer their take on this, alongside their thoughts on AI's impact on job security, and why we need more open-minded analyses of economic forecasts in a world brimming with both optimism and doubt.
Wrapping up, they explain why a diversified portfolio will always lead to more success than attempting to time the market or going all in on a single stock or sector.
Key Topics:
- Quick Market Return Stats in 2024 (02:38)
- Discussing the Implications of Trump’s Inauguration Speech (04:40)
- Top Factors That Impacted the Market in 2024 (07:38)
- “How Do I Invest in AI in 2025?” (12:19)
- Is the Defense Sector Poised to Win? (17:38)
- Short-Term Volatility in the Next 100 Days (20:40)
This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.
You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.
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Read our audio, video, and written content disclaimer here.
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