
Market Weakness, A.I. Frenzy & Rebecca Walser's Picks: META, TTD, JNJ
Schwab Network · Schwab Network
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Show Notes
Rebecca Walser joins Nicole Petallides at the NYSE desk to discuss her Sep. 2024 call for a 30% pullback in the stock market. She explains her rationale and examines bigger trends in the marketplace including A.I. and competition overseas. Rebecca details her upside cases for a few stock picks, including: Meta Platforms (META), The Trade Desk (TTD) and Johnson & Johnson (JNJ).
0:00-0:40 Introduction
0:41-2:11 Rebecca's 30% Pullback Call
2:12-3:28 Bullish Case for Gold
3:29-5:30 2025 Market Weakness
5:31-7:30 U.S. and China Competition
7:31-8:50 Crypto and Bitcoin Outlook
8:51-11:36 Market Volatility Picture
11:37-15:08 Rebecca's Pick: META
15:09-16:09 Rebecca's Pick: TTD
16:10-17:10 Rebecca's Pick: JNJ
17:11-26:30 What's Next in 2025
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