Markets Love Certainty
Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week.
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Show Notes
Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week.
(00:20) Asit Sharma and Dylan Lewis discuss:
- The reactions to Donald’s Trump’s 2024 Presidential victory across the crypto, currency, and stock markets. And a reminder as you see Trump Trade headlines for specific sectors and companies.
- Super Micro’s woes, and the outlook for a company with no auditor, no annual report and perhaps soon, no listing exchange.
- Nvidia topping Apple as the most valuable company in the world and heading into the Dow Jones Industrial Average soon.
- Why Novo Nordisk and Eli Lilly are giving totally different reads on the markets for GLP-1 drugs like Wegovy and Zepbound.
Companies discussed: BTC, SMCI, NVDA, AAPL, INTC, NVO
Host: Dylan Lewis
Guests: Asit Sharma
Producer: Mary Long
Engineers: Rick Engdahl
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