New year, new market? We preview what’s in store for investors in 2025, the companies we’re excited to watch and the businesses we’re worried about.

(00:33) Ron Gross and Asit Sharma discuss:

- The state of the stock market as investors head into the new year, the outlook for 2025, and the big questions concentration is creating for investors.

- The corners of the market they’re paying attention to for opportunities.

- Why leadership at Southwest and Moderna is on the hot seat, and which companies seem primed for a turnaround in 2025.

(19:03) This time of year, investors are getting forecasts galore – what the market will return, where interest rates will go. Robert Brokamp and best-selling author Morgan Housel about his latest book Same as Ever, the things that endure, and the follies of following forecasts.

(33:17) Ron and Asit offer up reckless predictions for the new year and break down two stocks on their radar: Endava and Marvell Technology.

Stocks discussed: MDNA, LUV, LULU, AMD, DAVA, MRVL.

Host: Dylan Lewis

Guests: Ron Gross, Asit Sharma, Morgan Housel, Robert Brokamp

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

716 how to use AI to learn, grow and work better with Adrian Smith