Join us for an insightful episode of Market Mondays as we sit down with renowned financial expert Josh Brown to dissect the pivotal investing lessons of 2024 and explore the opportunities that lie ahead in 2025. In this engaging discussion, we cover reflections on 2024, analyzing key takeaways from the past year’s market dynamics; VIX analysis, understanding the implications of volatility and identifying potential buying opportunities.
Stock picks and sector preferences, gaining insights into Josh Brown’s top stock selections and favored sectors for 2025; Advanced Micro Devices ($AMD) outlook, evaluating the prospects for AMD in the coming year; MicroStrategy trade strategies, delving into potential trading approaches for MicroStrategy; anticipated IPOs, highlighting three highly anticipated initial public offerings slated for 2025; oil & natural gas sector forecasts, identifying standout companies in the energy sector poised for growth.
Amazon’s trajectory, discussing expectations for Amazon’s performance in a potentially bullish market environment; quantum stock pumps, debating whether these are a fleeting trend or a lasting market fixture; market correction predictions, assessing the likelihood and potential magnitude of market corrections; Target’s revival strategies, exploring actionable steps Target can take to regain market strength.
MicroStrategy shorting considerations, contemplating the viability of shorting MicroStrategy in the latter part of the year; probability of a 20% market move, estimating the chances of significant market movements in 2025; and top private companies, showcasing leading unlisted companies to watch. Don’t miss this comprehensive analysis to equip yourself with the knowledge needed for informed investment decisions in 2025.
Hashtags: #MarketMondays #JoshBrown #Investing2025 #StockMarketAnalysis #FinancialInsights #AMD #MicroStrategy #Amazon #IPOs2025 #OilAndGas #MarketOutlook #Target #QuantumStocks #MarketCorrection #PrivateCompanies
0:00 Intro
5:12 Semiconductor Stocks & China Vs Taiwan
12:19 You Deserve to Be Rich Tour
18:31 What is the Vix?
22:06 Josh Brown Intro
23:38 Brown’s View on Chip Stocks
34:48 How Much More Will the Magnificent 7 Run?
38:43 2025 Could be a Down Year
48:42 Why Intel Hasn’t Gone Away Yet
1:05:15 Process of Finding WInners
1:10:52 Analyzing Microstrategy & Bitcoin
1:20:30 Why Tesla Hit All Time Highs
1:28:38 Post Interview Talk
1:37:14 Microsoft, AMD & More
1:45:04 AI Robots & Top IPOs for 2025
1:57:42 Doubling Down on Winners
2:05:08 Outro
