Making Markets
Quarterly Market Recap: Q4 2024 - [Making Markets, EP.53]
Jan 17, 2025
In a surprising twist, markets surged in Q4 2024, with the S&P 500 climbing 23% and Bitcoin skyrocketing 150%. The discussion dives into Bitcoin's newfound institutional backing, particularly from BlackRock with its record ETF launch. Insights on AI's transformative impact raise questions about inflated valuations. Regulatory shifts are examined, highlighting tech leaders stepping into government roles. Finally, the evolving startup ecosystem reflects changes in venture capital attitudes, focusing on remote work's influence on company culture.
42:24
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Quick takeaways
- The S&P 500 and Bitcoin showcased remarkable growth in Q4 2024, highlighting a resilient market despite concerns over economic volatility.
- Bitcoin's increasing institutional adoption through initiatives like BlackRock's ETF launch signals a transformative shift in the crypto landscape and broader financial acceptance.
Deep dives
2024 Market Performance Overview
The year 2024 showed considerable growth in risk assets, with the S&P 500 increasing by 23% and Bitcoin surging by 150%. This marked the second consecutive year of over 20% gains, highlighting a strong bullish sentiment in the market. Despite concerns around economic volatility and potential recessions, the data did not support these fears, leading to a more optimistic outlook as the year progressed. Consequently, the consensus shifted towards a belief that the market's performance was not only sustainable but also indicative of a resilience in risk assets.
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