Maggie Lake Talking Markets
Episode 46: GDP, META and MSFT. With Tommy Thornton
Apr 30, 2025
Tommy Thornton, founder of Hedge Fund Telemetry and expert in market analysis, dives into the sharp slowdown of US GDP growth. He discusses the impact this has on investor sentiment and upcoming earnings from tech giants Microsoft and Meta. Thornton shares insights on market volatility, identifies potential opportunities in bear conditions, and emphasizes a cautious approach to investing in tech stocks. He also analyzes the dynamics of gold and Bitcoin amidst current market shifts, providing listeners with valuable strategies to navigate uncertainty.
36:20
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Quick takeaways
- Recent US GDP growth slowdown has heightened market volatility and investor caution, particularly affecting the outlook for Big Tech earnings.
- Despite bearish sentiment, opportunities may exist within undervalued sectors like energy and commodities as markets navigate ongoing economic uncertainty.
Deep dives
Market Volatility and Uncertainty
The recent market volatility has been influenced by factors such as tariff announcements and economic uncertainty, with the S&P experiencing significant fluctuations. A notable spike in trading activity was reported as one of the largest month-end rebalances was executed, leading to surprising market recoveries despite negative economic indicators. The overall sentiment among corporate leadership and investors remains cautious, with many hesitant to increase exposure amidst fears of a potential recession. This cautious atmosphere fuels uncertainty, as even established fund managers are struggling to navigate fluctuating market conditions.
