How Trump will impact markets & why we like stocks over Bitcoin, gold and a Picasso?

9 snips

Nov 10, 2024

The return of Donald Trump sparks intriguing shifts in the markets, with stocks emerging as the favored investment over Bitcoin and gold. A deep dive reveals investor sentiment following Trump's election victory, including the S&P 500 surge and the dollar's strength. The departure of a long-serving CEO provides insights into leadership and market dynamics. Key discussions highlight the distinction between investing and speculating, promoting the long-term value of stocks. Listeners are encouraged to engage and explore their investment journeys.

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INSIGHT

Market Reactions to Trump's Win

The market's reaction to Trump's win reveals investor sentiment about his potential economic impact.
Notable moves included stock market surge, Bitcoin's rise, and the US dollar's strengthening.

INSIGHT

Impact of Trump's Policies

Trump's policies, such as corporate tax cuts and energy deregulation, drove the S&P 500 up 3%.
Bitcoin also jumped 7% due to Trump's aim to make the US a crypto hub.

INSIGHT

Inflationary Concerns

A bond sell-off and rising yields suggest concerns about potential inflationary pressures from Trump's policies.
Tariffs and proposed deportations are expected to contribute to inflation.

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Donald Trump will be returning to the White House and every news organisation in the world has been focused on it. In today's episode we unpack how markets have responded - from stock markets, bonds, Bitcoin and currencies there have been some fascinating movements that tell us a lot about how investors think the next 4 years will play out.

That's not all we cover in a big episode of Equity Mates:

Domino's Pizza Enterprises CEO Don Meij is calling it a day after 40 years at the company (listen to our interview with Don Meij)
Boeing's strike is over as 33,000 workers agree to return to work
We compare emerging market ETFs to Asian ETFs and unpack why we prefer one over the other
We share why we love stocks over most other asset classes
We ask the question: are you investing or are you speculating?

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