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Jay Singh, Founder of Special Situations Research and former Portfolio Manager at Goldman Sachs, discusses the biggest opportunities for investors in 2025 under Trump's second term.
*This video was recorded on December 4, 2024
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0:00 - Intro
0:30 - Top events from past week
3:44 - Major shift in sentiment
9:00 - Market risks
13:50 - Trump’s policies and special opportunities
21:12- Likely underperfomerers under Trump 2.0
25:00 - Fed and Trump
30:10 - Equities return
34:00 - French government collapsed
37:50 - South Korea martial law
44:35 - U.S. trade policy
48:00 - Bond market
51:20 - Special Situations Report
#stocks #economy #investing
