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Prof G Markets

The Market’s Biggest Risks and Opportunities in 2025 — ft. Tom Lee

Dec 12, 2024
Tom Lee, co-founder and managing partner at Fundstrat Global Advisors, shares his keen insights on the market's trajectory for 2025. He predicts a peak for the S&P at 7,000 early in the year, followed by a downturn. Lee highlights the expected success of small and mid-cap stocks, while discussing the dollar's enduring strength in a Bitcoin-friendly landscape. He also tackles the potential pitfalls of AI, government tariffs, and the evolving economic advisory role needed to navigate future market risks and opportunities.
01:03:53

Episode guests

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Quick takeaways

  • Tom Lee predicts that the S&P could reach 7,000 in 2025, driven by upcoming performance from small and mid-cap stocks.
  • The acquisition of Interpublic by Omnicom signifies a major consolidation in an advertising industry increasingly challenged by digital platforms.

Deep dives

Turning Points in Business Success

Turning points often define successful companies, as demonstrated by founders who shared their experiences with significant challenges. For instance, Dropbox faced a disastrous public launch that ultimately taught them valuable lessons, leading to viral success shortly after. These make-or-break moments can drastically alter a company's trajectory and highlight the importance of resilience and adaptability in entrepreneurship. Founders emphasize the need to navigate such crises to establish enduring and influential companies.

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