In this week’s episode of Market Mondays, we dive into the global economic storm brewing as Trump’s proposed tariffs spark fears of a full-blown trade war. We unpack how these moves are shaking markets—from auto stocks taking a hit in Europe to Goldman Sachs raising the likelihood of a U.S. recession. Gold is hitting all-time highs, and we break down what that says about investor sentiment. Plus, we discuss which car brands, if any, might be worth a look right now, and whether major companies could start adding Bitcoin to their balance sheets as an economic hedge.
We also take a deep look into the AI boom: who’s set to benefit next in the ecosystem, and which companies are quietly leveraging NVIDIA’s AI stack for future dominance. We review Dennis Fish’s 2024 stock picks and play a high-stakes game of portfolio building from a curated list of major players like Netflix, HubSpot, Palo Alto, and Alibaba. To close out, we offer financial advice specifically for married couples looking to build together in uncertain economic times. Tap in!
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Timestamps:
12:10 – Biggest lesson learned this week
15:55 – Gold hits all-time high
21:38 – Trump’s incoming tariff plans & market impact
40:00 – Who will benefit next in the AI ecosystem?
48:00 – Which company benefits most from NVDA’s AI stack?
52:30 – Dennis Fish’s 2024 picks (CDNS, KLA, MELI) — Do we love them?
57:00 – Building a portfolio from this stock list: INTU, ASTL, BKNG, HUBS, NFLX, PANW, PWR, BABA, CYBR
1:08:30 – Trump tariffs shake Europe: Are any car stocks worth investing in?
1:26:00 – Goldman Sachs raises recession odds to 35%: Trade war fallout
1:31:00 – Will major companies start adding Bitcoin to hedge against downturns?
1:34:10 – How uncertain are we as Q2 kicks off?
1:48:00 – Financial advice for married couples
