

SOTS 2nd Hour: Holiday Retail Stock-ing Stuffers, Trump’s Treasury Secretary Pick, and 4 Cases For A Year-End Rally 11/25/24
Nov 25, 2024
Brian Belsky, Chief Investment Strategist at BMO Capital Markets, shares his insights on market dynamics as the S&P and Dow reach new heights. He highlights financials, tech, and discretionary sectors as key players for growth. The discussion also covers Trump's pick for Treasury Secretary, Scott Bessant, and its potential market influence. Legal challenges facing Google over advertising practices are examined, alongside the bullish case for a year-end market rally and an optimistic outlook for tech stocks.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 5min
Economic Outlook and Market Trends
04:38 • 10min
Analyzing Trump's Treasury Secretary Pick and Market Response
14:52 • 3min
Analyzing Trade Dynamics and Federal Economic Leadership
18:10 • 3min
Legal Insight into Google's Advertising Practices
20:52 • 4min
Antitrust Implications for Google
24:50 • 4min
Legal Implications of Administrative Changes and Market Updates
29:02 • 3min
Bullish Market Insights and Retail Trends
32:04 • 10min
Market Reactions: Retail Growth and Tech Stock Upgrades
42:03 • 5min