Morning After: Implications For Tech & Markets | Okay, Computer.

Nov 6, 2024

Following Donald Trump's 2024 election victory, markets are buzzing with volatility. The S&P 500 and NASDAQ see significant upward movements, alongside rising 10-year Treasury yields and historic Bitcoin highs. The hosts analyze potential Federal Reserve actions and shifts in various sectors, particularly tech giants like Tesla and NVIDIA. Geopolitical tensions with China also feature prominently, impacting semiconductor companies. Additionally, there’s a look into M&A activities and the outlook for the crypto IPO market, reflecting shifting investment dynamics.

Ask episode

Chapters

Transcript

Episode notes

Intro

00:00 • 2min

Market Dynamics Post-Election

01:34 • 18min

Analyzing Investment Bank Performance Amid Regulatory Changes

19:16 • 2min

Banking, Mergers, and Market Dynamics

21:37 • 9min

Shifting Dynamics: Market Reactions to China's Economic Weakness

30:39 • 2min

Market Movements and Bond Yields: Analyzing Current Trends

32:36 • 2min