Post-Thanksgiving: Politics, Markets, and Real Estate Opportunities | Money Moves

Dec 4, 2024

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Episode Title: Post-Thanksgiving: Politics, Markets, and Real Estate Opportunities

Episode Summary: In this week’s episode of Money Moves, the team dives into a range of topics, from post-election developments and market updates to intriguing insights on real estate and crypto. After a Thanksgiving recap, the hosts discuss President Biden’s controversial pardon of Hunter Biden and its implications, Trump’s policy stances, and the outlook for 2025’s financial markets. They also explore the surge in Americans looking to move abroad, analyze commercial real estate challenges, and share opportunities in volatile markets. Tune in for a mix of political analysis, market strategies, and actionable investment insights.

Time-Stamped Highlights:

[00:00] – Thanksgiving Recap

Hosts share their holiday highlights, wine selections, and family moments.
Lighthearted conversation on Thanksgiving debates at the dinner table.

[03:00] – Biden’s Pardon of Hunter Biden

President Biden’s decade-long pardon of Hunter Biden sparks controversy.
Discussion on hypocrisy claims and political fallout.
Potential implications for Trump’s future pardons and legal moves.

[09:30] – Trump’s Policy Moves and Market Impact

Updates on Trump’s cabinet picks and global trade stances.
Trump’s threat of 100% tariffs on BRICS countries.
Analysis of how Trump’s “Art of the Deal” negotiation style influences markets.

[15:00] – Political Unity and Key Collaborations

Bernie Sanders collaborates with Trump’s team on capping credit card interest rates and Pentagon audits.
Potential for bipartisan cooperation in the coming administration.

[20:00] – Market and Economic Updates

Insights on inflation data, unemployment expectations, and non-farm payroll reports.
Expectations for Fed’s December rate cuts and their market implications.
Hosts forecast a 10-12% growth in the S&P 500 for 2025.

[27:00] – Real Estate Insights

Residential real estate: Pending home sales climb 2% in October with notable growth in the West.
Commercial real estate: Office CMBS delinquency rates hit a 10-year high, reflecting market pressures.
Opportunities in distressed commercial assets and repurposing strategies for future growth.

[35:00] – Crypto and 24/7 Market Trading

Bitcoin nears $95,000, and altcoins gain momentum.
Discussion on the potential introduction of 24/7 stock market trading.
Benefits and challenges of continuous trading, drawing comparisons to the crypto market.

[42:00] – Investment Mindsets and Opportunities

Reinforcement of long-term investment principles: Stay invested, seek opportunities.
The “bull market somewhere” mantra holds true for stocks and real estate.
How proactive investors can find value in volatile markets.

Key Quotes:

“The best time to buy real estate is always yesterday.”
“Volatility is the price you pay for reward in investing.”
“There’s always a bull market somewhere—you just need to find it.”

Links and Resources Mentioned:

Federal Reserve: Upcoming rate decisions and inflation data analysis.
Articles on Biden’s pardon and Trump’s trade policy.
Recent commercial real estate data from the CMBS market.
Crypto market updates and altcoin trends.

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Next Episode Teaser: Tune in next week as the team explores the latest Federal Reserve decisions, how geopolitical shifts are impacting the market, and strategies to stay ahead in volatile times.

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