In this episode of Market Mondays, we explore Meta’s controversial decision to end Diversity, Equity, and Inclusion (DEI) programs, sparking debates about free speech and a perceived alignment with MAGA principles. Mark Zuckerberg’s critique of Apple’s “lack of innovation” is another hot topic—could it really lead to their downfall? We also analyze whether the top-performing stocks of 2024, like Palantir, Nvidia, and United Airlines, will maintain their momentum in 2025, and dive into Meta’s AI advancements, including plans to replace human coders with AI.
We also address the recent market dip, questioning whether it’s just a correction or a reason for caution. Other topics include the potential of quantitative stocks, Jensen’s 20-year prediction for breakthroughs, and the growing interest in investing in water amidst rising scarcity. Additionally, we debate whether Carvana’s stock is worth shorting, given its current challenges.
Finally, we’re joined by Sigma Scott, an Altadena resident whose home was tragically destroyed in the recent Los Angeles fires. Her powerful story of resilience highlights the human impact of these disasters and the importance of community support during times of crisis.
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