Should Old Investments Be Forgot?

Dec 30, 2024

In a reflective conclusion to the year, the hosts pay tribute to Jimmy Carter, spotlighting his often overlooked contributions. They dive into the rise of passive investing and its effects on stocks like Apple, while also addressing Bitcoin's recent volatility and its connection to MicroStrategy. Economic risks loom for 2025, alongside concerns over Boeing's stock after recent tragedies. The discussion also touches on the implications of the debt ceiling and the outlook on the energy sector amid geopolitical tension, blending serious analysis with lighthearted NFL playoff predictions.

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Intro

00:00 • 4min

Market Dynamics and Bitcoin Interconnections

03:43 • 13min

Debt Ceiling Concerns and Market Reactions

16:40 • 4min

Market Dynamics and Cautionary Optimism

20:43 • 5min

Market Insights and NFL Playoff Predictions

26:00 • 3min

In the final episode of the On the Tape for 2024, Guy Adami and Danny Moses reflect on a remarkable year. They start by honoring former President Jimmy Carter, discussing his overlooked contributions. The conversation shifts to market trends, specifically the dominance of passive investing, the influence of mega-cap stocks like Apple due to ETF holdings, and the impact of treasury yields and interest rates. They also delve into the recent volatility in Bitcoin and its implications for MicroStrategy's heavy Bitcoin holdings. Lastly, they touch on economic data, potential risks in 2025, and single stock performances, notably Boeing, amidst recent tragedies.

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About the Show:

On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

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