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The Compound and Friends

The Biggest Winners and Losers of 2024

Dec 31, 2024
Dive into an engaging analysis of the investment landscape as the hosts spotlight the biggest winners and losers for 2024. They examine market trends, focusing on tech winners like Palantir and NVIDIA, while highlighting the struggles of giants such as Adobe. Wealth distribution and savings trends reveal stark contrasts, especially for younger generations. Consumer behavior shifts towards e-commerce are also discussed, alongside the evolving world of options trading. Expect insights on the optimistic future for certain sectors amidst the changing financial dynamics.
01:10:54

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Quick takeaways

  • The stock market in 2024 saw large-cap stocks outperform small-caps significantly, with the NASDAQ returning 32% compared to small-cap stocks' 12%.
  • Momentum investing emerged as a dominant strategy yielding a remarkable 48.4% return, while traditional value investing struggled amidst tech-driven growth trends.

Deep dives

Investment Overview of 2024

The podcast covers the major stock market movements in 2024, highlighting the significant performances of various indices. The NASDAQ had a remarkable return of 32%, while the S&P 500 followed closely at 27%. In contrast, small-cap stocks saw a modest 12% gain, indicating a strong trend of large-cap stocks dominating the market. Despite some concerns regarding international stocks, emerging markets delivered a 9% return, showcasing a more balanced performance after previous years of underperformance.

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