Squawk on the Street

SOTS 2nd Hour: The Rally Rolls On, Bitcoin Blasts Off, and Elliott’s Big Industrial Play 11/12/24

Nov 12, 2024
Guest
Jeremiah Buckley
Jeremiah Buckley, a portfolio manager at Janice Henderson overseeing over $26 billion, shares his insights on market opportunities in healthcare, utilities, and REITs. He highlights why investors should consider healthcare amidst current shifts. The conversation also covers the S&P 500 hitting 6,000 and Bitcoin's historic price rally. Buckley provides context on Home Depot's performance and the volatile nature of the cryptocurrency market. Finally, the impact of activist investors on companies like Honeywell is examined.
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Episode notes
1
Intro
00:00 • 4min
2
Market Uncertainties Post-Election
03:45 • 17min
3
Financial Markets and Political Shifts
21:14 • 11min
4
Market Dynamics: Political Updates and Home Improvement Insights
32:24 • 5min
5
Trends in Home Improvement and Cryptocurrency Surge
37:01 • 4min
6
Cryptocurrency Mining Performance and Market Dynamics
41:27 • 2min
7
Investment Insights and Crypto Trends
43:25 • 3min