Citi’s 2025 Themes & Trades, Homeflipping Flop, Jimmy Carter’s Legacy 12/30/24

Citi's optimistic outlook for 2025 includes potential investment opportunities despite year-end stock declines. Homeflipping profits are plummeting due to rising mortgage rates, sparking concern in the housing market. The episode also reflects on Jimmy Carter's legacy, examining his economic policies and their relevance today. Geopolitical tensions and emerging AI technologies are discussed, with a focus on the innovation of GPUs and the significant growth in AI product sales, hinting at the future landscape of investing.