

Can the Market Bounce Continue 3/24/25
Mar 24, 2025
Join Joe Taranova, Jim Labenthal, Steve Weiss, and Bryn Talkington as they explore whether the stock market can maintain its upward trajectory. They discuss major portfolio moves, from tech stocks to momentum strategies. The conversation shifts to the impact of new tariffs and political changes, highlighting investment opportunities amid market volatility. Additionally, they delve into trends in private credit ETFs and emerging sectors like defense, offering insights on Netflix's competitive edge and the healthcare market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Market Shifts and Investment Strategies
02:13 • 14min
Market Dynamics Amidst Political Changes
16:11 • 10min
Insights on Economic Trends and Upcoming Financial Strategies
26:22 • 2min
Financial Moves and Market Insights
28:45 • 5min
Exploring Trends in Private Credit ETFs
33:25 • 5min
Market Insights: Netflix and Defense Dynamics
38:51 • 7min
Exploring Investment Opportunities in Tech and Defense Stocks
45:47 • 2min